Applied Micro Circuits Corp (AMCC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Micro Circuits Corp (AMCC)

AMCC 8.450

0.0%

Feb 3 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trader Dave who wrote (931)	12/2/2000 3:46:52 PM
From: Beltropolis Boy	Read Replies (1) of 1805

here's a laugh. did you check out the trifecta the clown at lehman pulled this week? * Nov 30 - AMCC was rated new "neutral" in new coverage by analyst Arnab K Chanda at Lehman Brothers * Nov 30 - PMCS was downgraded to "neutral" from "outperform" by analyst Arnab K Chanda at Lehman Brothers * Nov 30 - VTSS price target reduced to $50 by analyst Arnab K Chanda at Lehman Brothers a blurb (emphasis mine): "PMC-Sierra sells roughly 30-35% of its products through distribution and about 60% through contract manufacturers; but the overall contract manufacturing exposure is closer to 80% given that much of the distribution sells to contract manufacturers. Post the Altera report, which spoke of order cancellations from contract manufacturers, and given the PLD [programmable logic device] vendors sell to similar customer and similar end-markets, we believe that the communications IC vendors may also see an effect." oh, fck, if Altera's blowing up, we are DOOMED. i wonder if he even bothered to talk to Luke and Levy (and Sue). for kicks, i took a peek at his cohorts. steve levy: Nov 30 - Ciena reiterated Buy * Nov 22 - Tellabs reiterated Buy * Nov 15 - Sycamore reiterated Buy mark sue: * Nov 30 - Juniper reiterated Buy tim luke: * Nov 23 - Nortel upbeat analyst day levy even threw LUzer's Microelectronics a nice bone on thursday. is it december yet? i think i will give myself a early x-mas present and get a lobotomy. do my part to further dumb down the sell side. mercy me.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next