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: techanalyst1 who wrote (1045)	12/6/2000 5:57:01 PM
From: Raymond Duray	Read Replies (2) of 1805

Amcc will sell to whoever pays the bills. Vendor financing has been an achilles heel for a number of companies like LU and CIEN. Do you have any data on AMCCs policies on payment? DSOs, etc.? I assume that they run a straight shop and offer no vendor financing. Can you confirm this? Best, Ray

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