PMCS (Nasdaq)

[alingtonsky]

PMC Sierra (settore semiconduttori) , che il 19 ottobre 2007 era a $9,70 , potrebbe essere scesa troppo nei mesi successivi. Sembra che dal 6 febbraio 2008 sia partito un trend moderatamente rialzista con minimi e massimi ascendenti.
Come altri titoli azionari PMCS presenta rischi e operazioni sul titolo sono da inquadrare nella personale strategia di investimento o di trading.

 

[alingtonsky]

Ieri un bel rimbalzo di PMCS che con un +7,94% ha raggiunto $5,03 chiudendo sui massimi della giornata.

Ultimamente PMC Sierra ha presentato un nuovo prodotto

http://ipcommunications.tmcnet.com/...ontroller-based-encryption-product-family.htm

 

[alingtonsky]

pmcs

Rally di PMCS +8,35% a $5,32

 

[alingtonsky]

PMCS

Lehman brothers, ha valutato che il prezzo dell' azione di PMC Sierra era attraente e oggi, prima dell' apertura del Nasdaq, ha migliorato il rating a "Sovrappesare" da "equal weight" per PMCS che supera l' 11% di rialzo

http://www.newratings.com/en/main/c...&isin=US69344F1066&id=1718186&option=headline

 

[alingtonsky]

Maggiori dettagli sull' upgrade di oggi:

The stock's current valuation is attractive, and the company's estimates are conservative and will likely be driven by telecom, a design win and operating expense control, he said in a note to clients.

Shah said that even though the broader economy is weak, sales in the company's communications unit should see "solid growth driven by the proliferation of data-driven content."

Anche se l' economia a livello più ampio è debole, PMCS dovrebbe avere crescita solida.

http://www.forbes.com/feeds/ap/2008/03/24/ap4806560.html

 

[alingtonsky]

PMCS ha presentato "Industry's First 10G EPON Reference Designs for FTTH Deployments"

http://news.moneycentral.msn.com/ticker/article.aspx?Feed=BW&Date=20080331&ID=8406431&Symbol=PMCS

 

[alingtonsky]

http://www.tradingmarkets.com/.site/news/Stock News/1313392/

PMC-Sierra, a supplier to support both EPON (IEEE 802.3ah Ethernet in the First Mile) and GPON (I TU-T G.984) standards, announced the availability of complete reference designs for 10Gbit/s IEEE 802.3av EPON Optical Line Terminals (OLT) and Optical Network Units (ONU).


Il 10 Aprile PMC Sierra parteciperà al Storage Networking World Spring 2008 , Orlando, FL

http://www.businesswire.com/portal/...d=news_view&newsId=20080404005193&newsLang=en

 

[alingtonsky]

Accordo di sviluppo tra IBM e PMCS

PMC Sierra ha siglato un accordo di sviluppo congiunto pluriennale con IBM


http://www.rttnews.com/sp/Quickfactsnew.asp?date=04/10/2008&item=46

http://news.moneycentral.msn.com/ticker/article.aspx?Feed=AP&Date=20080410&ID=8468482&Symbol=PMCS

http://www.forbes.com/feeds/ap/2008/04/10/ap4875862.html

 

[alingtonsky]

PMCS

There are a number of industry trends that should benefit PMC-Sierra (Nasdaq: PMCS:6.46 +3.36%), which designs and develops high-performance integrated circuits for the telecommunications and data networking industries. The intense level of competition is pushing OEMs (original equipment manufacturers) to outsource development. This plays into PMC-Sierra's strength in mixed signal and high-speed interface technology.

Another important trend is the growing need for broadband connectivity for wireless and wireline applications and the requirements of service providers to offer higher levels of quality of service. Demand for digital consumer products is fueling the need for faster downloading and video streaming applications. Furthermore, the telecom market is improving as carriers continue to move towards network convergence and introduce triple-play services.

However, the company is exposed to industry concentration. Roughly 50% of PMC-Sierra's revenue comes from sales to the telecom market and, therefore, its prospects are tied to capex spending in that industry. Moreover, the company's revenue stream is subject to significant volatility given the lumpiness of telecom spending.

Additionally, PMC-Sierra has significant customer concentration. Cisco Systems (Nasdaq: CSCO) remained PMC-Sierra's largest customer, contributing over 10% of revenue in Q2 of 2007. EMC Corp. (NYSE: EMC) was the company's second largest customer in the reported quarter, also contributing in excess of 10% of revenue.

http://www.foxbusiness.com/markets/...-cisco-systems-emc-corp-amicus_563432_10.html

 

[alingtonsky]

PMCS

Da quando era stato avviato questo thread (PMCS prezzo di chiusura del 5 marzo 2008 $4,92) PMCS ha messo ha segno una performance di +31,3%

PMCS prezzo di chiusura del 16/4: $6,46 (e massimo intraday $6,57)