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


To: Bulldozer who wrote (2301)1/19/1999 11:39:00 AM
From: Billy Joe  Read Replies (1) | Respond to of 3818
 
Here come earnings!

Trusting in consistent earnings a hair above estimates (std penny?).

As the multiple has crept higher, the pressure to deliver bigger numbers grows here.

Any slowdown here would point to some real, near-term (next 3-6 mths) sales issues with the box makers. I've maximized my exposure, so I'll just close my eyes.

Still long with my small holding...