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

To: Bulldozer who wrote (2446)	3/30/1999 7:24:00 PM
From: Wizard	Read Replies (1) \| Respond to of 3818

Hey dozer, So I hear this Extreme Networks is pushing GE because they believe a new architecture (based on them, of course) is needed to handle the new cross-backbone (ATM & FDDI) traffic represented by e*commerce and ERP over the internet. Where 80% of the traffic used to be on the LAN and 20% away from the LAN in the past, using your browser to access remote sites from your desktop more and more frequently means that the 80/20% rule is inverting. Extreme believes that this implies a new singular, consistent network architecture based on ethernet and gigabit ethernet. Cisco's model of software-based routing makes it tough for them to compete on price/performance in the new enterprise. If Cisco is eventually forced to change, his bodes well for MMC Networks. By the way, the prospectus says that Extreme uses LSI as its sole-source for its ASIC's. Extreme's sequential growth is awesome. I recommend purchase at the IPO price. Get Morgan to let you flip 75k.