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: Kayaker who wrote (748)	10/13/2000 1:45:11 AM
From: Don Miller	Read Replies (1) of 1805

Thanks again for the listening, typing, listening,typing, listening, typing. If you type as fast as I do, thank you ever so much! I've already listened to both AMCC & PMCS CCs. I was much more impressed with the AMCC CC. I think Richey is really hurting prospects by saying only 20% QoQ growth, when he has such a high BtB. It hurts the PEG and plagues us with the short cockroach that thinks we have a alarmingly high PEG. That just ferments volatility. I have to go back to the PMCS CC between the 40th & 50th minute. I swore he said something like shipping modest amounts of OC-48s in 1st Qtr, and significant amounts in 2002. Did I hear that right? Are they really that far behind AMCC product line?

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