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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: techanalyst1 who wrote (935)11/7/2000 7:26:51 PM
From: SJS   of 1805
 
Tech,

I posted this this morning on the TXCC thread.

Message 14745415

I hope it helps understand who sells to whom. However, it might not help us too much with CSCO's "oversupply vendor(s)".

As Don mentioned, at least AMCC is being mum on if it's them specifically, and I would guess that other chip supply vendors will not relinquish that information via their IR depts (if called), because it would be damaging to them.

We'll know in Q4, or via other SEC filings.

Steve
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