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Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?


To: venuv who wrote (2097)9/15/1998 10:16:00 PM
From: Bulldozer  Read Replies (1) | Respond to of 3818
 
My understanding is that McNamee still owns PMCS in one of his funds. He controls or is part of a few and due to several external factors, may have lightened up in one of the other accounts.

I too saw VTSS drop today. Searched the wires and could not find anything specific to the Company. They obviously play at another level than PMC and I know PMC has no plans for the GaAs space.

PMC always has to worry about competition, but I believe they are very focused on taking further real estate on the board.

BD