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Link: Barron’s Online : PMC-Sierra: Lehman Cuts EPS Ests On China Weakness

Which you would have known two months ago if you read the article published here. An excerpt:

The majority of Chinese FTTH revenue is for OLT shipments. This is not a sustainable trend for the same reasons it was not in Japan and shipments should attenuate as the year goes on. Ultimately, as we have written extensively, the China FTTH opportunity is massive but should not account for more than $5M in revenue in FY2008 for PMC-Sierra.


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