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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: Raymond Duray who wrote (838)10/27/2000 10:24:37 AM
From: Michael Kimmel  Read Replies (1) of 1805
 
I think you're making the classic mistake typical of
short term thinking.

Who is to say that the real win in the future of wireless
comes not from handsets - but from modems...enabling
all kinds of devices.

I'm thinking, you're also going to need a whole bunch
of fibre to get that data to its wireless destination.
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