| TOP SHORT | 8.080 | Derek Webb, CFA | Produce chips, had very poor earnings revision, down 15% over last 60 days. Trades at 46 times earnings. | 2007-09-19 | |
| SELL | 7.380 | Ian Ainsworth | More on the Sell side in the short term given that their communications is weak and their optical business is weak. | 2006-11-09 | |
| DON'T BUY | 6.620 | Peter Hofstra | Communications chips. Has not been a compelling enough check mark on his criteria. Doesn't execute consistently enough. | 2006-10-30 | |
| BUY | 6.860 | Brian Acker, CA | Model price is $9.90, a 50% positive differential. There is still more room to go. There are a whole handful of these fallen angels, including Juniper Networks (JNPR-Q) Andrew (ANDW-Q), etc and if you buy a basket of these, you should do very well in a year’s time. | 2006-08-31 | |
| PAST TOP PICK | 9.070 | Ray Steele | (Past Top Pick Nov 3/04. Down 14%.) Outlook for the chip makers has started to improve. | 2005-03-17 | |
| TOP PICK | 10.580 | Ray Steele | Stock has come off quite a bit. The outlook is starting to improve. | 2004-11-03 | |
| DON'T BUY | 12.100 | Robert McWhirter | Losing money, but trend is improving. | 2003-06-06 | |
| DON'T BUY | 10.390 | Howard Sutton | Trading at 8 X revenue. No earnings. Expensive. Would like it at $5.50/6.00 range. Could be in a trading range. | 2003-05-27 | |
| DON'T BUY | 6.130 | Brian Acker, CA | Don't see any earnings or the company having control of their balance sheet. | 2002-09-11 | |
| DON'T BUY | 12.450 | Mark Jackson, CFA | Good, well run company. Good company over 3/5 years, but there will be near term volatility until you see some recovery. | 2001-10-09 | |
| DON'T BUY | 30.880 | Steven Wippersteg | May be 12 months before there is recovery. | 2001-07-30 | |
| DON'T BUY | 26.300 | Robert McWhirter | Ranks bottom 10% of database. Chips depend on economy. | 2001-07-06 | |
| DON'T BUY | 27.660 | Brian Acker, CA | Expects a warning next week. | 2001-06-15 | |
| BUY | 36.360 | Malvin Spooner | At a good price.Infrastructure still needs to expand. | 2001-05-10 | |
| PAST TOP PICK | 41.250 | Glenn Paradis, BA, CFA | (Was a top pick on Oct 13 down 80%) Still a great company, but not at present. | 2001-05-04 | |
| DON'T BUY | 19.870 | Robert McWhirter | In the bottom quartile of their database requirements. Long term OK. | 2001-04-06 | |
| DON'T BUY | 22.520 | Brian Acker, CA | Expect it to go lower. Volatile. | 2001-04-05 | |
| DON'T BUY | 22.520 | Martin Hubbes, CFA | Tied too closely to Nortel, Sierra Wireless, etc. | 2001-04-05 | |
| WAIT | 25.280 | Mark Jackson, CFA | Good mngmnt. Hit by tech drop. A lot of inventory. | 2001-03-29 | |
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| TOP PICK | 190.000 | Glenn Paradis, BA, CFA | At good levels | 2000-10-13 | |
Experts that have talked about PMC Sierra Inc
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