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: William F. Wager, Jr. who wrote ()	6/6/2000 8:58:00 PM
From: Kayaker	Read Replies (1) of 1805

The ramp up of non-Nortel business (even given strong Nortel growth) means Nortel should decline as a percentage of business, as Lucent and Cisco, then Juniper and Sycamore become 10% customers. And THIS brought the stock down from 125 to 92 today (ok, so the Nasdaq dropped a bit too). What a laugh. Pitty the souls who sold at the bottom. If I remember correctly, this point was made in the conference call as well. Thank you for posting. Might not get that buying opportunity in the morning. Anyone know if the CC is still out there somewhere? I can't find it at the AMCC web site or at Best Calls. Maybe it never made it to the web.

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