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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST

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To: Raymond Duray who wrote (408)3/22/2000 10:25:00 AM
From: Beltropolis Boy  Read Replies (1) of 1805
 
one more time ... with feeling!

>>"We believe that AMCC components add up to $1,000 per wavelength in Sycamore's 512 wavelength system -- which could result in $500,000 in revenues for each 512-wavelength system that Sycamore sells."

>Interesting calculation on the AMCC content in SCreaMeR boxes. Are they selling any of those, BTW?


since i got ya all hot & bothered over this one, ray, how about sharing some of dat due dilly?

here's an additional homework assignment for ya: <vbg>

AMCC components add up to $_____ per bit in LUzer's Nexabit NX64000 Multi-Terabit Switch/Router -- which could result in $______ in revenues for each Nexabit system that LUzer sells.

lucent.com

oh, and while you're at it, find out how many PMCS products are in Cerent's SupahSONET 454 too. start off with the Spectra family o' chips for starters.

cerent.com

we'll hold off on Juniper's M20 and 40 till next week, 'kay?

ha!
-chris.
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