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Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

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Feb 3 4:00 PM EST

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To: Dave Grady who started this subject	11/17/2000 1:09:54 PM
From: Don Miller	Read Replies (1) of 1805

Repeating two IR correspondence for your information: I JUST REC'D A ANSWER FROM AMCC MANAGEM by: jdsunion1 (27/M/MO) 11/17/00 11:58 am Msg: 27848 of 27884 I ASKED THEM TO ISSUE A STATEMENT STATING THAT THE GUIDANCE REMAINS UNCHANGED AND THEY WROTE ME BACK "We put out a press release last week reaffirming guidance and stating our business remained strong. We will not be putting out weekly press releases". >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Don Miller wrote: > > Ms. Hart, > > I am reading with interest a Light Reading article which > describes CSCO's needs for ASIC packages, how CSCO is > seeking new ASIC suppliers with fast response time, and > apparently has only one supplier currently fitting their > needs. The article go further to say that CSCO have it's > own "OC-192 interface cards for the core GSR platform in > December, with general availability in January." From > lightreading.com > > This seems to be playing directly into the ASIC and OC-192 > arenas where AMCC wishes do dominate. I have a couple of > questions. > 1. Is AMCC an ASIC supplier to CSCO? > 2. Is the OC-192 portion of the CSCO interface card an AMCC > OC-192? > > Thank you for an information you can provide. > Don Miller. Don These ASICs are designed internally by Cisco and foundried at IBM. It is the ceramic packaging they are having a hard time getting. This is the same problem AMCC is experiecing. AMCC's focus in on ASSPs (Standard products that can be sold to multiple customers) not ASICs (one design for a specific customer). As for the OC192 design you asked about - all I can say is that Cisco is a customer of ours and we do have OC192 design wins but we do not disclose specific design wins by customer (i.e. what platform). Regards, Debra

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