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: SJS who wrote (195)	10/12/1999 10:28:00 AM
From: Bulldozer	Read Replies (3) of 1805

Okay, I guess we can come out of the closet. We've been accumulating AMCC for several months and used Santa's (oops I mean Westmont's bonehead call - he should join the hall of shame with ML's Osha) to pick up more. AMCC makes me feel like I did when we first started buying PMCS. Similar transition story, broad product range, high margins, great design momentum, high R&D expenditures (almost as high as PMC) and what seems like very good mgmt. The majority of the revs now are coming from design wins 1-2 years ago. With almost 30 new products in the last six months, I like the rev picture looking out the next 2 years. In addition, like PMC, they are moving up the board. Framers and mappers from Cimeron, move them further into the digital domain and into higher ASPs. And SiGe 192? - they are where the telco backbone is going. Haven't changed any perspective on PMC - own more of it than ever. But I like diversification within the sector and AMCC could be the little brother that follows his big brother into the big leagues. Bulldozer

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next