Applied Micro Circuits Corp (AMCC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Raymond Duray who wrote (859)	10/29/2000 8:15:23 PM
From: Techplayer	Read Replies (1) of 1805

Raymond, Thanks for pointing that article out to me. It seems that there is a bit of an argument as to the benefits of the approach taken by Velio. What I do know is that there is a race in the box maker world to deliver the most ports into a box and to fit the most boxes in a single chassis. If Velio can deliver off the shelf components that allow additional boards to fit into smaller boxes, the product will sell. at least 3 start-ups that i am aware of, Gotham Networks, Cyras and Calix, are all including their controllers inside of their custom Asics to squeeze more boards into a smaller box for this purpose. If Velio is the only player that can create this opportunity presently, it will have customers. It would be a while before AMCC would see an effect on its' business in my opinion, but i would need review AMCC's top customer list more closely. If I did not mention it in a previous post, I bought AMCC on thursday in the low 130's. It feels like a gamble right now, but we shall see. tp

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next