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 (237)	10/20/1999 10:15:00 PM
From: SJS	of 1805

Doz, Wiz did say it perfectly. I didn't mean to imply equality for these issues and there is a fair amount of gain to lock, for sure. I was trying to figure out TXCC, which looked pretty good to me. Joe Kernan (now I know how you feel about those talking heads!!) made an interesting observation yesterday and today. He indicated that the "blessing" of moving up this earnings season is being truly perfect on 5 or 6 different things: 1) Good Top line growth with positive expectations 2) Good Bottom line growth 3) Over estimates (1 cent is fine, but more dependent on 1,2,4,5,6) 4) Positive segment guidance 5) Positive company guidance 6) No other baggage (hidden or otherwise) He's onto something. If all these ducks are not aligned perfectly.......investors beware: You're going down. Earnings events ain't what they used to be. CEO's beware! Take care. Steve

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