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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: Yo Eleven who wrote (80)8/4/1998 3:00:00 PM
From: Danny Chan  Read Replies (1) of 1805
 
Fund manager Landis of Technology Value Fund increased their position of AMCC from 200k to 626k shares by the end of June in just two months. Now AMCC is the second largest holding, just behind PMCS. Landis was a long time bullisher of PMC-Sierra. Hope this indicates some good long-term prospectus of AMCC.
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