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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: Stoctrash who wrote (1487)4/24/2001 10:34:34 PM
From: Rob S.  Read Replies (2) of 1805
 
The '98 semi melt wasn't anything. You should have seen earlier melt downs. The sector is just entering the next stage of the downturn in which margins will drop and stay lower than previously seen even after volumes start to improve. Expectations for future profits are still too high because customers will demand lower pricing from suppliers going forward. ANALysts are still behind in the game and need to reduce their expectations.
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