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: A.L. Reagan who wrote (836)	10/27/2000 10:16:35 AM
From: Raymond Duray	Read Replies (1) of 1805

Hi A.L., looking at today's trading the tires are sorta spinning already. Island book has sellers:buyers queueing at 2:1. I'm hoping for the houses to come in with MOC buy orders to keep up appearances. We'll see. Then again, there's always that theory that three day settlements will allow next fiscal year buying imminently. I'm liking that one a lot. <vbg> As regards the wireless sector, I'll take a potshot at it and say that the industry is guilty of gross levels of hype that are going to lead to bitter customer experience with the WAP and early 3G platforms. I think the industry has the potential to shoot itself in the foot on this one. The promise is 384k or 2mbps transmissions. Sounds great until you come to find out that that is the figure for the base station TxRx, not your little handset sharing the cell with muliple other users. And people are going to be satisfied with a multimedia experience on a screen that's measured in centimeters? Come on. <g> Soldiering on, Ray

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