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: Raymond Duray who wrote (1029)	12/3/2000 4:24:41 PM
From: who cares?	Read Replies (1) of 1805

Amazing Ray. You throw all kind of technobabble in that post which would make one think that you have some knowledge of telecom, but all your previous posts use such simplistic wrong reasoning that you'd think you have none. I'm not applauding Trader Dave for callinf the market lower. I'm applauding him for recognizing that the street and people that think like you would sell everything without regard to the fundamentals. I'm castigating you for that very thing. For saying it doesn't matter what subsector of telecom a company is in, or if the market for it's products are still seeing strong growth, telecom capex is slowing therefor everything telecom is bad. Again, I agree everything is not rosy, but I don't remember the headline where the world ended. I think huge harm has been done to this market and it will take a long time for it to recover, I expect it to go lower before really regaining it's strength, buuut, that doesn't mean all telecom stocks are bad and that none can see any growth. Aios, CMB

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