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: Don Miller who wrote (1320)	2/6/2001 6:26:29 PM
From: A.L. Reagan	Read Replies (1) of 1805

Don, did you listen to Rickey today? Guessing yesterday's PR was pre-emptive to an extent based on what we are hearing tonight about giant mounds of component inventories at Cisco manufacting sites. So, I think Dave Rickey should get some credit for being ahead of the news curve on CSCO push-outs. OTOH, sometimes the market loves to recycle the same old bad news on the high-flyers until they are deflated.

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