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


To: tech101 who wrote (2258)11/26/1998 12:04:00 PM
From: Bulldozer  Read Replies (1) | Respond to of 3818
 
Youlu - so I guess you're short PMC now and long VTSS. You were dead wrong in that post (and when challenged admitted you had absolutely no evidence - just a feeling) then, and you're dead wrong now. Get a grip and post facts, not hype for your latest position.

Anyone who knows anything about PMC (at one time I thought you did), knows you value the growth of the networking business, not short term overall growth which includes the dying legacy chips. What has happened to you? You're so far from the facts its scary!!

PMC has no ambition to migrate to the OC-48 layer - too small of a mkt. Now VTSS is a very good company, and one that PMC execs hold in high regard. But the fact is there is very little real competition between the two.

You used to be a good contributor here - its too bad you've resorted to bringing back your old and completely misguided posts.

Bulldozer