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 (531)	6/12/2000 4:31:00 PM
From: FR1	of 1805

Last week AMCC reported that the % of business from NT (their largest business customer) was going to be lower but other business is greater so everything is on target - no earnings warning. In fact it is good, because things are spread out more. However, the only thing mentioned on CNBC was the loss of business from NT (not the gain in business from everybody else). I watched carefully the next day to see if they would correct their statement. The only thing CNBC said was that AMCC felt everything was on target as far as earnings go. So the news lingered... The only negative case you could make would be that NT was taking everything in house. I don't know about that but I doubt it. Anybody know? Note that NT, GLW and JDSU were all up today. Everybody in that sector riding on the GLW positive surprise. There was a earthquake (considered a aftershock) in Taiwan over the weekend but no harm done and way south of the fab plants.

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