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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: FR1 who wrote (1366)2/17/2001 6:53:01 AM
From: John Carragher  Read Replies (2) of 1805
 
thanks for the input while the ml top guy says large cap will be very slow to recover his analysts are out selling the same companies.

Last night on wall street week the guest has optical as last to recover in this market. He says telcom companies are broke , need to get more $$. loans will come along but optical will be the last to recover. He recommends putting money in semi., perhaps nine months out optical will begin to recover.
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