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 (651)	8/28/2000 11:24:34 PM
From: SJS	Read Replies (1) of 1805

TD, I was frankly surprised at Peck, who used to pound the table about PMCS, and here he is coming out that AMCC is the one to beat and that smaller players like PMCS and VTSS need to be concerned. I said WOW! Did that leopard change stripes, or what! He used to be such a PMCS bull it wasn't funny. Now I don't think it was taken out of context, so we'll have to wait (but I'd rather draw my own conclusions...!! <G>) Absolutely agree on response to PMCS's recent buys. It makes sense to me to own both, and I do. Rickey looked pumped in the interview I saw. Looks like a good fit for them. Regards, Steve

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