Applied Micro Circuits Corp (AMCC) Message Board

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Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

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To: megazoo who wrote (48)	4/22/1998 8:53:00 PM
From: Geary Kwong	of 1805

SXB, As with most semiconductors, some of their products are going to be in direct competition with one another. BRCM is more of a closer competitor, but I think that they are priced a little too high. I don't like the IPOs that fly high the first week they generally fall back down to earth. They will come down shortly, most IPOs do after a week or so. I like AMCC better because I understand what they do and who and what their customers are and do. With their IPO, they are using the money to increase manufacturing to meet demand. So their sales should be going up, especially in the optical, or SONET area. Their earnings should be out soon, this will paint a clearer picture. Good Luck Geary

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