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: tinkershaw who wrote (1349)	2/15/2001 7:32:56 PM
From: FR1	Read Replies (1) of 1805

Thanks. I have been trying to decide whether or not to add to my position. We are getting a 9-10% loss after hours which means there will be weakness tomorrow for buying. It seems to me that after NT today, almost everybody major that is involved in the broadband-semi/optical market has spoken and gotten out the most negative statement they can. Therefore, it seems like a good tome to position myself for the rest of the year. Below is a list of how I see the businesses. What do you think? The only guys I don't know what to do with are PMCS, JDSU and BRCM Growth Winners: AMCC JNPR CIEN Flat Growth: GLW Losers: NT CSCO LU

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