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Rick Billy

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Relative to where the stocks were earlier this year and the expectations people had for growth, some correction was necessary. Their valuations were as lofty as I have ever seen in 20 years of following the semiconductor industry. They were truly off the charts.

Most communications chip companies have grown two to three times their sustainable growth rate over the past few quarters because everyone was building up inventories. There was a shortage mentality, and suddenly everyone is beginning to say there is no shortage anymore, so I don't have to over-order.

We expect the sum of the two companies to be worth meaningfully more than the current price.

PMC-Sierra has a business outlook that is undiminished from what it was six to nine months ago. I believe PMC can grow its revenue 40-50 percent in each of the next three years. We are getting to the point where there are some compelling values out there. If you look out 18 months, I think investors in this sector will do well.

Seasonal factors should be turning favorable now. Micron has increased market share and has enhanced its technology compared with the last cycle. We see room for improvement in both fiscal 2001 estimates and valuation.

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