Applied Micro Circuits Corp (AMCC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charles P. Hubbard who wrote (176)	9/15/1999 3:10:00 PM
From: LJM	Read Replies (1) of 1805

You are looking at a trailing PE>>>Not a very good way to value a growth stock..IMHO. The 99fiscal year ends in March/00 and I believe the expectation is for 1.09. FY01 the expectations are for about 1.50 and I think that will prove to be light. The market cap is fairly reasonable compared to peers in the group at about 3 Billion. I also think SiGe is just beginning a huge growth cycle. The technology is proving to be quite successful. I think it could over time replace Gallium Arsenide which is a more expensive fabrication process utilized by competitors VTSS and others. FWIW LJM

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next