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: t2 who wrote (1353)	2/15/2001 10:31:16 PM
From: FR1	Read Replies (1) of 1805

To the growth winners, I would add Sycamore and also JDSU. IMHO, JDSU is good except for one thing. They own a huge chunk of NT stock from the recent merger settlement. Man! Did NT ever screw JDSU! They bought the swiss laser factory from JDSU and used stock for much of the settlement. Then, just a week or two after settlement, NT comes out and drops this bomb on the market - driving their stock in the ground. NT knew full well that they were going to screw JDSU when they did the deal. I still like JDSU and will add to my holdings while emotions drive prices down. SCMR - correct me if I am wrong but the story I heard on SCMR is that they sell big systems that cost millions each. So the customers are few and the risk for a big drop in sales is always right around the corner. I need to look closer at SCMR.

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