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

To: Bulldozer who wrote (2256)	11/24/1998 2:40:00 AM
From: P314159d	Read Replies (1) \| Respond to of 3818

My point with LU was that they are competing in the chip arena for ADSL and could extend that reach anywhere it would be necessary to gain margin improvement at the system level, not that PMCS competes in ADSL. ATM sales are light now but will be a major growth engine going into the millenium and TXCC has been getting design wins there. The whole ADSL arena revolves around ATM and will drive this growth ( of course LU is there). I only contend that the others will snip at edge of interface biz, but agree T1/E1 is as dead as your common '244 for growth.