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: MulhollandDrive who wrote (403)	3/17/2000 4:33:00 PM
From: Guy Gordon	Read Replies (1) of 1805

RE: "extremely concentrated in networking and semis" Tell me about it! My portfolio looks like this: JDSU, ETEK, PMCS, AMCC, SDLI, EMLX, CYMI, AMAT, CSCO, MSFT, ALXN, SCLN, NERX. (The last three are Biotech.) What are you in these days? My only problem right now is that there are too many stocks I want to own. I try to limit myself to only ten. Can't follow more than that many deeply.

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