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: SJS who wrote (512)	6/7/2000 9:40:00 AM
From: Trader Dave	of 1805

Well, it looks like there was something to be concerned about. Totally minor in a bullish market, but in a skittish market a cause for compression. Nortel business will be weaker than expected in the quarter, but more than offset by strength elsewhere. It is just a transition issue and Nortel business will re-accelerate when the next generation equipment starts ramping. However, the reason we've had some hesitation about amcc relative to our holdings elsewhere was the Nortel concentration. To us, this is good news, but longer term. TD

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