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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST

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To: Don Miller who wrote (636)8/24/2000 5:01:45 PM
From: Raymond Duray   of 1805
 
Hi Don,

I use a couple of fee based research organizations that track the core router data. I'm not sure where the information is available in the public domain, but if you search LightReading on JNPR, I believe you'll find a quoted analyst there. It's generally updated quarterly.

BTW, SCMR just announced terrific earnings. The optical switch market is for real.

Bon Chance, Ray
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