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: FR1 who wrote (1348)	2/15/2001 7:20:13 PM
From: tinkershaw	Read Replies (2) of 1805

NT is about 20% of AMCC's business and shrinking quickly. From every indication I heard the OC-192 stuff is just flying, it is the older stuff that is having a slowdown. In addition, if Nortel's problems are lack of competitive product, than that is not a real concern for AMCC. Because, if it is a high-end product, almost certainly the competing alternative is also using AMCC chips. Ciena, as an example, uses AMCC chips. So does Juniper. So if Cisco slips in routers, Juniper will make up for it, etc. AMCC is nearly the perfect proxy for high-end optical equipment, except growing somewhat faster. Tinker

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