Applied Micro Circuits Corp (AMCC) Message Board

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Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

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To: Bulldozer who wrote (196)	10/12/1999 4:40:00 PM
From: Beltropolis Boy	Read Replies (1) of 1805

care to tease us with a few tidbits from the CC, BD? i gather AMCC hasn't opened them up to Joe Q. Public just yet ... haven't found anything on the web. for starters (heh heh), i'm curious: 1) did AMCC breakout CMOS, bipolar and SiGe as a percentage of revs? 2) comm revs now at 81%, so i presume military/HSC (e.g., Raytheon) has finally gone the way of Reagan's noggin, space-based lasers and the CRAY? (not to mention ATE) 3) ASSPs vice ASICs? fitty-fitty? sounds like Rickey's got his old mates at NorTel locked up tight: 36%(!) this quarter. yikes. sorry to be a pest. but it's not like you've got time to eat with all these earnings reports and CCs to attend to, eh? sm:)e -chris.

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