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: tinkershaw who wrote (998)	11/19/2000 7:22:01 AM
From: James Fulop	Read Replies (1) of 1805

>>It now faces pressure from Ciena, Corvis and ONI Systems in the fastest-growing areas of that market, Crespi said. I don't know about Ciena, but Corvis and ONI are clients. Thus of the 4 players mentioned to be in competition AMCC is involved with at least 3 of them and maybe Ciena, but I'm not clear on this aspect.<< FWIW, David Rickey specifically mentioned Ciena (among others) as a client on the July CC.

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