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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: Jack Hartmann who wrote (1331)2/11/2001 12:43:16 AM
From: Raymond Duray  Read Replies (2) of 1805
 
Hey Jack,

Re: So there it is. AMCC is stagnant junk floating on a barge name CSCO, sell it quick before it go to single digits. <gg>

I don't mean to pile on here, but this seem to be some coherent analysis of the current situation from Jim Jubak:

moneycentral.msn.com

Snip:
Even under the kindest scenario, a Cisco Systems that's awash in inventory is unlikely to see the kind of growth that made it a star.


I think Jubak has a clue, YMMV. <gg>

Watch out for the incomings, Ray :)
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