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

To: Bulldozer who wrote (2416)3/25/1999 2:15:00 PM
From: Bulldozer  Read Replies (2) | Respond to of 3818
 
Good article on ATM growth and possible ramifications for the RBOCs from ATT's national/local ATM roll-out. And remember, although ATM is PMCS's largest business, SONET is actually growing faster.

Notice in paragraph 2, MCI is transitioning its ATM network to mirror that of its new best buddy WorldCom - shifting from a Newbridge platform to a Cisco platform. This is why I love PMCS. Since they supply Newbridge and Cisco, it doesn't matter who wins. That is the essence of the bullets and guns theory.

techweb.com

Bulldozer



To: Bulldozer who wrote (2416)3/26/1999 12:47:00 PM
From: Taro  Read Replies (1) | Respond to of 3818
 
...all grapes are sour when they hang too high, right? IMHO your opinion is strongly biased due to your heavy position in PCMS stock only. Betting on the "right" horse and still losing your shirt is terrible, but rest assured, that INTC can afford to gobble up PMCS as well. If they need it...


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