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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 (1324)2/9/2001 12:27:49 AM
From: Rolla Coasta   of 1805
 
Chambers in the CC said slower routers sales are lumpy, but OC-192 equipment sales has been "linear".

I expect the growth in OC-192 related sales to be consistent. The slow growth has been on slower routers, which is hurting the market. Hope the new funds are going to the higher speed router-on-chip stuff and drive the growth forward.
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