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


To: Bulldozer who wrote (2444)3/30/1999 5:49:00 PM
From: FACTUAL  Read Replies (1) | Respond to of 3818
 
Sorry for the trouble. It would appear that if bandwidth is doubling every three months or so, the bulk of the business will shift from OC-3, OC-12 to OC-48, OC-192 where PMCS has no position. A supplier probably has more leverage if he has a full portfolio of products like AMCC. So my impression is that PMCS may be in trouble. Would you agree? Thanks in advance