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: SJS who wrote (934)	11/7/2000 6:32:58 PM
From: Trader Dave	Read Replies (1) of 1805

same conclusion as you, but a different analysis. I am not fearful of a long term demand driven slowdown for packet infrastructure. combined with the strength of the merchant silicon cycle (a hidden padding/multiplier no one bothers to analyze) I sincerely doubt amcc hits the wall anytime in the near future. i think fundamentals are fine. However, valuations are still at very high levels. confusion is swirling everywhere, growth rates and valuations are unprecedented, i expect this wild volatility will continue for a while. With the FD eliminating a primary conduit of company communication, i see no reason for a recovery anytime soon. But i don't call markets, it's hard enough dealing with straight fundamentals. td

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