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: pass pass who wrote (1528)	6/26/2001 12:51:53 AM
From: rocklobster	Read Replies (1) of 1805

I don't know pass pass.. I'm not short or long but from reading these boards, it seems that a lot of people expect AMCC to see the single digits real fast.. at the beginning of 2001 AMCC was supposed to be a high growth big cap tech with estimated revenues of 400,000,000 and now its looking like less than half of that. As if that were'nt bad enough, they are no longer bringing in enough revenue to remain profitable or to remain big cap status. ok here's the link James Kramer article I guess Message 15993425 The effect of that last piece of info means Funds holding AMCC under a big cap allocation will have to dump it. I read this in an article which I believe was on briefing.com but I know was posted on Silicon Investor somewhere..let me see if I can find the link.. just a heads up I have no position but it looks like a sweet short to me.. rok

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