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 Technology Stocks : PMC-Sierra (PMCS) - moderated

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To: Howard R. Hansen who wrote (218)12/27/2000 7:36:38 PM
From: Trader Dave of 469
 
pmcs WILL NOT grow at that rate year over year. as i said in my earlier post, if it has any validity at all, that's more like a non discounted present value for cisco's products based on pmcs' design wins. keeping in mind that cisco is well under a 20% customer for pmcs, what does that 3.4 billion present value mean for the present value of all of pmcs' design wins?

before we take this too far, i haven't looked into the source of that 3.4 billion figure, but i'd be awfully surprised if someone actually disclosed present value at a specific customer.

td
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