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

To: Billy Joe who wrote (2379)	3/4/1999 5:23:00 PM
From: Bulldozer	Read Replies (2) \| Respond to of 3818

LEVL and INTC was probably an easy deal to predict (in hindsight!). Intel is heavily into the Fast Ethernet space (being a co-founder of the FE Alliance in 1993) - and obviously that is LEVL's biggest mkt. The only overlap LEVL has with PMC is in T1/E1. My understanding is PMC's newest entrant, the Comet framer/LIU is killing Level's offerings. That said, this segment seems to not be the engine of growth that PMC is focussing on - but its still important. Not that the space needs it, but Intel's interest and premium paid (for a less than premium company), certainly validates the spotlight being cast on this tremendous sector. Bulldozer