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

To: Bulldozer who wrote (2331)	2/21/1999 9:09:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 3818

PMC Sierra is one company that Kevin Ladis likes. He tends to concentrate his bets - in larger companies. From March 1999 Money magazine: ** Kevin Landis, has more than half of its assets in five blue-chip stocks--Cisco, PMC, Sierra, Intel and Texas Instruments. Firsthand rose 77% last year. Landis is the first to concede the perils of his approach. But he believes that in a field where companies come and go overnight, it makes sense to load up on the obvious winners. He points to Cisco, which is 10% of the fund's assets. "People are more and more geared to connectivity, and Cisco is providing the access gear to provide the cable-modem build out," says Landis. "I don't know exactly what Cisco will be worth in three to five years, but I know it will be in the thick of it." FWIW, you can listen to SI's Mark Johnson interview Landis at audioinvestor.com where he mentions the company