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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: Pete Young who wrote (1688)11/7/2001 5:49:21 PM
From: Raymond Duray  Read Replies (1) of 1805
 
Hi Pete,

Re: You guys are right. Kevin is going to make you more money. God help the later investors in AMCC! <grin>


Well, I like to look at the comparables, Kalkoven's goal in life isn't to make me money, but if I see an opportunity, I may once again ride his coattails. OTOH, I'd rather go long a Kalkoven backed company than one led by, say, Ken Lay. <gg>

Best, Ray
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