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: Beltropolis Boy who wrote (574)	7/12/2000 4:53:13 AM
From: Raymond Duray	Read Replies (3) of 1805

Oh Chris, Well there you go again, trying to be rational in an irrational market. but isn't this a wee bit pricey? Not if the economy is perfect for the next three years, creates a hockey stick in the uptake of bandwidth and not one speculator gets spooked by his own shadow. Otherwise, I'd say we've seen the highs for a while on these issues. Interesting that you didn't mention "earnings" in your little analysis. I'm really wondering what JDS has in mind here, in view of Wall Street's current discipline regarding profits. The "profits tomorrow" mantra has worn thin in a lot of sectors lately. I have my doubts that JDSU will be able to continue to be cavalier about this for too much longer. AMZN got cut in half when it refused to surrender growth for the sake of the bottom line. SVNX has been dropping like a stone lately in spite of a plethora of announced deals. No profits in sight there. So the stock just gets pummeled. I don't see it as a great distance to go from Wall Street doing a wink and nod to JDSU's "pro forma" profits, to the point where someone someday soon says "show me the money". Incorrigibly, Ray <w>

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