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

To: Bulldozer who wrote (2190)	10/15/1998 6:57:00 PM
From: Bulldozer	Read Replies (1) \| Respond to of 3818

Great conference call - the outlook could not have been more bullish. It reminds me of the Visa commercials - "we're everywhere you want to be". Seriously, I won't go into details because everyone here knows the drivers, but they answered all questions regarding capex spending (non-issue - the part that IS growing is their space), Asia and Europe (both growing strong), their silicon content on the boards is doubling and tripling as they expand from the phy to the atm to the switch layers, asic to assp evolution, etc etc etc. That Merrill analyst has got to be the biggest bonehead around. He called the bottom and really did a great disservice to his clients. Everyone sleep easy tonight with this one - PMC is a gorilla in the making. Bulldozer