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: Raymond Duray who wrote (1332)	2/11/2001 8:25:07 AM
From: Jack Hartmann	Read Replies (1) of 1805

Ray I agree CSCO inventory will affect AMCC as it is 10% of their revenues. NT is 18% and didn't report a slowdown on the optical side. NT said they expect 30-40% growth in that area for the next few years. NT also gained market share in Europe which seems to not have stopped spending as much as US companies. As for Jubak, his diversified portfolio was down 15% and beat not beat the S&P500. The sector will drift down until someone reports a pickup beyond flat guidance that seems to be forecasted for the first half. Jack

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