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: Rob S. who wrote (1493)	4/24/2001 10:57:10 PM
From: techanalyst1	Read Replies (3) of 1805

They can demand it and they may indeed get it, but AMCC is a one source supplier and the chips they supply can't just be replaced with a competitor's chip once they're designed into a product. This isn't like Mikey Dell saying he needs chips today and shopping around for the best price. TA

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