PMC-Sierra (PMCS) - moderated Message Board

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Technology Stocks : PMC-Sierra (PMCS) - moderated

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

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To: LJM who wrote (73)	11/7/2000 3:12:14 PM
From: SJS	Read Replies (1) of 469

Here's some news on AMCC from their pitch at the AEA: ----------- 15:01 ET Applied Micro (AMCC) 68 11/16 -7 11/16: Presentation at the AEA conference just ended; CEO gave a bullish talk - in regards to talk of lower capex affecting his business, he said that either he is in complete denial or there is a mix shift underway from legacy circuit switched gear to next gen optical gear. Obviously, he believes it's the latter. Says company has survived a transition period with Nortel (NT) while still growing 30% sequentially, and isn't worried about Cisco (CSCO) inventories. Says that business is strong -- not seeing any customer "squirreliness or push-outs" and guidance for 20% sequential revenue growth is "conservative."

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