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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.72

-0.6%

10:52 AM EST

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To: t2 who wrote (43200)	11/8/2000 10:00:19 PM
From: zbyslaw owczarczyk	Read Replies (1) of 77400

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." this was posted on PMCS thread that question to analysts: who knows better its business PMCS,ADI and others or analysts? Zbyslaw

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