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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: Dave Grady who started this subject11/7/2000 4:05:44 PM
From: Don Miller  Read Replies (2) of 1805
 
For the record, something very important was said at the AEA.

President of AMCC, said, ``We are on track. Our demand continues to be strong to this day, and our backlog has
increased. Driving the demand are new platforms, particularly at 10 gigabits. Our biggest near-term challenge continues to be securing enough supply to meet this strong demand.''

biz.yahoo.com

I do not care who is messing with their inventory, or adjusting their capex, my company is seeing an order increase! When your number one, stuff continues to happen!
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