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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: SJS who wrote (975)11/11/2000 1:33:14 AM
From: MGV  Read Replies (1) of 1805
 
I know you disagree. It is a glass half empty environment. There are ISPs and CLECs that can't spend more and must fail. So the sequential growth they contributed to broadband equip vendors' quarterly revenue will diminish. But I still can't get DSL or 2 way cable at home and at work I am able to use the internet for a small fraction of what is imaginable let alone what is not. So there will be robust sequential growth. The question is how much.
I know that 31% sequential growth is unsustainable. I also know that compounding can appear to be magical. 15% sequential growth compounds nicely and corrects excesses faster than you might realize.
Growth isnt linear, its stair step. 9 months ago it appeared to be linear and many of us projected multiples based on it. Now, we seem to be seeing the "step" and many of us project multiples based on it. All I am saying, in sum, is stand back a little and exhale. AMCC didn't fall off a cliff overnight. Lets see what sequential growth is this quarter and then lets see what kind of multiple that garners.

As for seeing what you are experiencing now. If you mean oil up, rates up, presidential paralysis, and half empty glasses. I don't think so. Lets see.
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