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


To: DownSouth who wrote (2311)1/20/1999 9:17:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 3818
 
A thoughtful post. Which exactly reflects our portfolio. However, when the inevitable shakeout in internet retailers comes, it will temporarily bring down valuations in the "derivative" plays as well.

If you've been involved in pmcs for a while (or any communications semi vendor) you well know that stock action is far from rational. micron seeing dram pricing pressure? My god! take 20% off of pmcs!