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

To: Bulldozer who wrote (2171)	10/9/1998 12:59:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 3818

The ML piece is the biggest CYA report I have seen in awhile (although CP-MS did a good job also - right TD?). On the one hand they say their growth rates for SONET, ATM and T/E were too high, but oh yeah, PMC's products are selling very well and are really not affected by the recent announcements. They take down slightly next years numbers due to uncertainty in the telecom CapEx space. Yet they insist PMC's end markets are the fastest growing in the group. It would be a waste of time to go into the details (only a 1 page report anyway) - these guys are wimps - and are merely setting themselves up to be heroes next year when they upgrade. They even go on to recommend PMC shares at these levels!! Glad to see PMC back up - the market may be a little smarter than we give it credit. Look for good results next week. Bulldozer