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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST

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To: Guy Gordon who wrote (620)8/11/2000 11:25:14 PM
From: Raymond Duray  Read Replies (1) of 1805
 
OT: Usenet geeks

Hi Guy,

OK, managed to steer the bike back from the liberry downtown without incident.....

I can't recall the last time I spent any quality time on Usenet. Sounds like there's still some intelligent life there though. Your message about John Baez siding with the backwardation blather*** reminds me of a conversation I had with my brother-in-law a short while back. Now, generally he's a pretty sober-sided guy, a family man with a management position in on the largest metrology labs in the country, interfacing regularly with NIST, and basically calibrating all the test & measurement equipment that needs to be at the highest imaginable levels. He's the kind of guy who looks at ISO 9000 and 9001 and finds fault with them being to riddled with slacker exceptions to quality. Anyway, we get into this fascinating discussion about the fate of the human race. While I'm pretty much the fellow with green eye shades on regarding space travel, disparaging NASA as a waste of taxpayer money, except for the fact that it's a great welfare program for engineers; my brother-in-law on the other hand is dissappointed that he missed his shot at becoming an astronaut and is absolutely convinced that the fate of mankind is not linked to earth, but rather that we will become wanderers through the universe as the resources of this planet are inexorably consumed. Ahem, I think we ought to retire a few SUV's and put off that day of reckoning. But he's a terribly bright guy, and absolutely certain that his son will be the proverbial "space cowboy".
I used to think that I had that "vision thing" down pat. Not any more....

Re: There are folks over there claiming that Cree is a "gorilla" in the G&K sense. Same delusional thinking on the AVCI thread, where a company that was orphaned by NT, was coming to the end of its cash and didn't have an interoperable OS for their TSRs was faced with securing OPM via an IPO or else shuttering the place. Yet some of the genius investors over on the thread are dead serious that AVCI is the next CSCO. Right, and I'm the King of Siam. OTOH, I'm deeply impressed with JNPR, now that one could be a contendah....

Best, Ray

***notice how I'm subtly sucking up here, Guy? Hehe.
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