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: Steve Warkentin who wrote (561)	7/8/2000 9:27:15 PM
From: Kayaker	Read Replies (1) of 1805

and i guess the investor must decide if the CSCO win out-weighs the NT order slowdown........seems like a no-brainer to me NT order slowdown? What slowdown? --------------------------------------------------- At the meeting, analysts said, Applied Micro gave guidance of 10% sequential growth in Nortel sales, Message 13843534 --------------------------------------------------- While NT may grow only 8-10% this quarter, any weakness is transitory and related to NT?s product transition - or put another way, higher than expected demand and reloading a potentially more potent product line for the future are causing an intraquarter issue. AMCC is providing standard chips into NT?s newer product lines-providing substantially higher dollar content per box. Look for NT to continue growing on an absolute basis but declining as a percent of total revenue. Message 13841561 --------------------------------------------------

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