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

To: FACTUAL who wrote (2441)3/29/1999 2:45:00 PM
From: Bulldozer  Read Replies (1) | Respond to of 3818
 
Taro seems to know the LAN space beter than I. Since it has not been PMC's traditional stomping ground, and since I like the WAN better anyway, I do not know it as well. Taro is right about GALT, they do seem to be the leader here. GALT and MMCN may be good plays, but I can only have so much of the portfolio committed to comm ICs and that is taken up by other companies with whom I am extremely comfortable.

BD


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