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: Trader Dave who wrote (542)	7/5/2000 7:45:50 PM
From: SJS	Read Replies (1) of 1805

Dave, They do. However I have to go on what I've been able to pick up from reporting on this. This is mainly from CNBC and Briefing.com, along with other comments on SI, RB, YAHOO, and the usual "here and there". CNBC reported that the sectors/products "framed" were: flash memory, power chips (like those for cell phones...), and DSP's. They said the report excluded PMCS and BRCM, but AMCC was relatively flat and PMCS was way down. Go figure. Some ancillary shrapnel hit TXCC (possibly because of SSTI)and other casualties include PMCS (who knows why ...cause I don't...) VTSS, and some of our other favs. I'd like to think we'd have a reasonable analyst pushback tomorrow. A small pro-semi call has already started today. This has been such a fun sector to be a part of that the vacuum created for high-growth investments when semis and the technology tangentials start going down will not be good for the market's health in general. Opticals, comms, wireless and biotech will continue to be some rotating "oasis'", but it's more fun running on all 8 cylinders. Steve

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