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

To: Bulldozer who wrote (2117)9/17/1998 6:48:00 PM
From: Trader Dave  Respond to of 3818
 
I thought crosscomm was taking share from pmcs in the gigabit token switching market? And isn't SAP getting into the merchant semiconductor business too? It's just a simple swap out for the vendors to integrate a new chip isn't it? I don't think PMCS is going to make the quarter with all of these market share losses.

And then of course PMCS is using net zero couponing to win more business...that's really a losing way to do business.

TD



To: Bulldozer who wrote (2117)9/17/1998 6:50:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 3818
 
In case anyone wonders, the last post was a JOKE!

TD



To: Bulldozer who wrote (2117)9/18/1998 12:29:00 AM
From: tech101  Read Replies (1) | Respond to of 3818
 
"And if it is a guess, say so in your remarks." ...

Yes, I did say first in my post 2109: "My guess for the recent drop of PMCS share price is twofold:"....

Message 5776824

But I cannot be responsible for the price drop. And don't get me wrong, I am long with PMCS, too.


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