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: Don Miller who wrote (925)	11/7/2000 4:24:19 PM
From: Kayaker	Read Replies (2) of 1805

How does the information released in this analysts-only meeting square with the recent SEC regs on selective disclosure? It seems like important confirmation (and new info?) of demand strength and is material to buy/sell decisions. And they got it first. Or was it broadcast and I missed it? 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

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