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 (575)	7/11/2000 5:06:22 PM
From: Beltropolis Boy	Read Replies (1) of 1805

funny, and point taken, but i still don't get a warm & fuzzy even with both at 40% sequential growth going forward. we all know SDLI went from 23% and pre-announced 40% (essentially putting it at par with JDSU). so, while i obviously don't have a good gauge on how much more acceleration we can expect, it still doesn't tell me why SDLI is that much "more valuable" than JDSU ... ?

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