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: Wizard who wrote (1585)	9/26/2001 5:27:12 PM
From: BWAC	Read Replies (2) of 1805

<AMCC's estimates jump around so much over time that it really doesn't make sense to equate today's estimate to the 'right' price level for the stock. > Yet that is what is being done? <1b in cash guarantees their survival and so it is worth paying attention.> Yet the Yahoo's are talking bankruptcy? <The $40mm in revenues is so depressed by the inventory correction and end market weakness that it is not even sensible to use it for forward estimates> Yet the estimates out a few quarters are in fact derived from this number?

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