SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?


To: DownSouth who wrote (2294)1/8/1999 9:57:00 AM
From: Bulldozer  Read Replies (2) | Respond to of 3818
 
PMCS is THE ATM play. I would not say ATM is THEE play though. More likely is IP/ATM integration. IP is THEE protocol - ATM is the switching vehicle. Make no mistake, ATM is growing like crazy and PMCS benefits greatly, but as I have stated many times, ATM only represents 40% of PMC total sales - look for just as strong growth in SONET, T1/E1 and soon to be Ethernet.

Bulldozer