Interview with AMCC's President & CEO: Part 2
December, 19 8:00 AM EST
....The biggest risk being the end markets. If people stop wanting bandwidth, then we’ll have problems. But, what are the odds of that happening? In my view, the Internet is in the first inning. But, the big risk is if there is an end market slow down. I don’t see it. I don’t see the adoption of the Internet, e-commerce, and B-to-B type applications slowing. I see that just beginning, not ending. My view is that we are in the first inning of a long ballgame. We are not in the later stages at all....
streetsideinvestor.com
From Briefing...
08:38 ET SBC Comms (SBC) 52 5/16: -- Update -- Downward earnings/revenue guidance and flat capex won't offer any support to the ailing networking, optical, and DSL sectors. Some companies in these sectors that have deals with SBC include: Cisco (CSCO), Advanced Fibre (AFCI), Tellabs (TLAB), and Efficient (EFNT). |
