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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST
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To: The Reaper who wrote (1313)2/5/2001 9:11:50 PM
From: Stoctrash  Read Replies (3) of 1805
 
"To date this quarter, new bookings remain robust. However, on existing orders we have also seen some push-outs and cancellations in the past week. If these cancellations are merely a blip and not a trend at AMCC, we expect to meet or beat expectations. However, given concerns that abound in our end markets, we are on alert. To reiterate, we are not altering our guidance at this time, for either the March or the June quarters.''

I guess my question would be "how many more weeks like the last will you need to alter guidance...1 week or 3 weeks or more?"
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WARNING..GROWTH MIGHT BE SLOWING IS THE MESSAGE
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