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Strategies & Market Trends : Guidance and Visibility

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To: 2MAR$ who wrote (1306)	6/25/2001 5:20:03 PM
From: SusieQ1065	Read Replies (3) of 208838

Applied Micro (AMCC) 14.20 +0.34: -- Update -- On conference call, company does not provide guidance beyond Q2. CEO says that while backlogs have slowed in absolute dollar terms, they have not subsided and there is simply less backlog to cancel; he cautions analysts against using slower cancellations as a reason for optimism. Notes that customers have not worked off inventories in Q2 to the extent desired. He hopes for a stabilization in AMCC revenues this year, but has no tangible signs of one yet.

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