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 5:39:53 PM
From: Raymond Duray	Read Replies (1) of 1805

OT, PSR's, Valuation and the Eye of the Beholder Hi Chris, Re: Your concerns about JDSU and overpayments - Viewing the latest example of la luna, PMCS purchasing QEDI for 50x revenues, and then witnessing both stocks explode to the upside indicates to me that Mr. Market could care less about the valuations game in certain sectors. I'd regard today's action in PMCS as validation of JDSU's strategy. Not that I don't think all of this is something that one day we'll look back on and ask plaintively, "What were we thinking?" OTOH, I've always wondered why diamonds cost so much.... rarity value, I reckon. BWDIK, Ray

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