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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: Paul Oberlin who wrote (161)6/30/1999 9:08:00 PM
From: Raymond Duray  Read Replies (1) of 1805
 
Hi Paul,

Congratulations on your timing on the AMCC. I don't follow TXCC so don't know if congrats are in order there. AMCC is part of my holdings because of an intro from the Gilder Technology Report. I held VTSS earlier this year and sold after a long period of treading water. The Street rumor is that GaAs is too brittle to be ever commoditized and that its usefulness will fade as the network advances to OC-192 on the 'bone.

AMCC will be in the sweet spot on comms chips for quite a while yet.

Welcome to the thread.

Best, Ry
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