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: A.L. Reagan who wrote (1321)	2/7/2001 10:15:16 AM
From: Don Miller	Read Replies (2) of 1805

Yes I listened. I listened to CSCO's CC also Chambers in the CC said slower routers sales are lumpy, but OC-192 equipment sales has been "linear". This is consistent with what I have heard from the other end of the AMCC exchange. CSCO's OC-192 options are just being offered as of Jan 31. Chambers in the CC also said they plan to concentrate on the high profit margin products. Certainly the 10 Gb routers have to be one of those. But the key still is seeing new fundings for telecoms resulting from this interest rate cuts.

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