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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (38933)2/5/2001 10:06:32 PM
From: Stoctrash  Read Replies (1) of 54805
 
Speaking of PMCS, is AMCC warning,, or a warning they might have a warning???

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"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.''
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