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


To: marvin smith who wrote (2179)10/14/1998 9:10:00 AM
From: Kirk D. Rogers  Read Replies (1) | Respond to of 3818
 
I'll say .29 and pray for .32. A good prayer in this market couldn't hurt a thing.



To: marvin smith who wrote (2179)10/14/1998 10:10:00 AM
From: Billy Joe  Read Replies (1) | Respond to of 3818
 
Based on last qtr's "game"/debacle, I've tempered my optimism. Broadband networking numbers appear strong across the board (see complaining). So much for analysis. I'll take .30.

Start Complaining: In two years I haven't got a good view of how PMCS manages its order pipeline. If we could just get to the point where all of the networking box makers support a JIT manufacturing process, then we would have a better feel of how PMCS' product flows out the door and affects the bottom line. End Complaining.

BTW, Look at Intel this AM, PMCS will get whacked for meeting estimates on increased R&D, and I'll buy more.