Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: A. Edwards who wrote (2296)	3/5/1999 8:27:00 AM
From: Bulldozer	Read Replies (1) \| Respond to of 4710

The deal will certainly be bad for BRCM, but not PMCS. The only overlap between LEVL and PMCS is in the T1/E1 space. While important to PMC, it is least in importance among its high growth markets. That said, PMC's new Comet framer/transceiver is supposedly killing LEVL in the field. Bulldozer

To: A. Edwards who wrote (2296)	3/5/1999 11:14:00 AM
From: OldAIMGuy	Read Replies (2) \| Respond to of 4710

Hi AE, Yes, I heard about Mr. K's unfortunate call on TV last night! It's going to be tuff for him to face the mirror this AM with a razor in hand! Not that I haven't shot myself in the foot a bunch of times - amazing I have any toes left. Just think what we'd recommend about most of our portfolios these days if we used "traditional" Fundamental Analysis! My college text on investing wouldn't cover the stuff that's happened in recent years!!! We'd be invested in gold coins, cans of coffee and bars of soap! Multiples of earnings, book value, sales, etc. would make most F.A. folks swoon!!! Thanks for the note, it appeals to my gallows humor!! Best regards, Tom