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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: Beltropolis Boy who wrote (659)8/29/2000 5:58:33 PM
From: Don Miller   of 1805
 
Thief even miss quoted you, I repeated it as A(MCC)^2N.

Thanks for the links. Do you know of a good semi and network education sites. I am a Chem. Eng. but no semi exposure.

Yahoo clubs tend to be where the intelligent users retreated to. I think you would find a read of the club beneficial. Be sure to check the club links as well. There are some members who have excellent fixes on AMCC's financial situation, some others with indirect connections.

You should find the yoda club a great read, clubs.yahoo.com By the way, occasionally the club message lists post faster than the message can post, and when you click on the message you get thrown back to the first fourty posts. It seems to happen when they have a heavy load, like right now. A post 15 minutes old seems to be a safe read. (Free service is worth what you pay)

What do you think the next biggest fit is for AMCC, where are our holes or opportunities?

I got aboard AMCC last December, and very heavily in late May, early June. I am currently scared of this PE, and have stepped aside expecting a dip. I can do that because I invest from using an IRA. Do you recall a period when the PE was >500 in the last two years?

I agree overall SI has the best quality overall, some fine people here.

Thanks, Don
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