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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	9/13/2002 8:24:51 PM
From: russwinter	of 54805

If anybody is still alive out there (?), here's a RTW I didn't list and stands out on balance sheet strength and valuation. Opinions? Don't need much future success for these plays to work when you can buy them for cash, tech for free. 301.1m out= 1.135b MC- 1.055b NWC= 80m EV. 120 rev. Applied Micro Circuits (AMCC) Applied Micro is a leading player in the communications integrated circuit market. Through acquisitions and internal development, the company has created one of the most comprehensive product families in the industry. Its superior products and specialization in the exotic Silicon Germanium (SiGe) process have enabled Applied Micro to emerge from obscurity to become one of the dominant players in the high-speed WAN IC market. Its chips have been designed into systems from almost every major networking company.

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