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 (541)	7/5/2000 5:38:18 PM
From: Trader Dave	Read Replies (2) of 1805

The last time i checked, communications semiconductor companies have as much to do with the semiconductor cycle as real time strategy games have to do with the ecrm sector. 'dozer and i have the Joe Osha semiconductor downgrade (and PMCS specifically) from October 1998 framed in our offices. The fact that most lemmings on the buy side can't differentiate between the com semi companies and the rest of the world creates lots of fun opportunities.

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