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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: Trader Dave who wrote (980)11/16/2000 2:49:09 PM
From: Don Miller  Read Replies (1) of 1805
 
I started writing the post questioning if AMCC was a good buy for me, and finished my post questioning asking myself if AMCC was a good buy for CSCO.

Thank you for your reply. You seem pretty certain of your ASIC statements. I went back to the information source that led me to believe they were in the ASIC business, but that profile does not seem to be there anymore.

Did AMCC drop ASIC within the last year?

Do you know what sources CSCO is buying OC-192's from?
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