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: SJS who wrote (510)	6/6/2000 10:45:00 PM
From: Trader Dave	Read Replies (1) of 1805

That's sequential growth, btw. However, it sounds like some commentary was related to a faster than expected transition from oc-48 to oc-192 at nortel. So this current quarter will involve an emtying of the pipeline and only 10% sequential growth for nortel. So, there is an issue although, overall business is still much stronger than expected. Frankly, we were concerned about the concentration with Nortel, this will alleviate that concern, but in a jittery market with still very lofty valuations, there are a lot of shoot first ask questions later investors. This is completely irrelevant long term, (and probably even irrelevant (or positive) once they report the June q) but who knows... I expect a trading range between $15 and $250 for the near term. td

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