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


To: SteveG who wrote (2330)2/5/1999 9:28:00 AM
From: Bulldozer  Read Replies (1) | Respond to of 3818
 
Newbridge Networks pre-announced a shortfall yesterday. NN is a major customer of PMC. Bad news? Hardly. NN shortfall came from (surprise) greater than expected declines in TDM sales. The bright spot? I thought you'd never ask. Mainstreet 36170 ATM super switch - and oh yeah - chock full of PMC chips. 36170 sales grew 35% sequentially and more importantly, bookings grew 45% sequentially. Uh hello? That is incredibly bullish for PMC.

Bulldozer