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Technology Stocks : Applied Micro Circuits Corp (AMCC) -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (154)	6/29/1999 8:23:00 AM
From: Tech Bull	Read Replies (1) \| Respond to of 1805

Ray, Just curious. You said wireless LAN. Are you guys doing something like LMDS? 23GHz wireless, point to multipoint OC-3 links? Regarding PMC-Sierra, I like this company too! With acquisition of Cimaron, AMCC is getting it's foot in door in markets governed by PMC-Sierra. Moving up from PHY layer into data,protocol processors. But to spread the risks out I would buy PMC-Sierra too. Some of these guys will win out and others will get acquired by companies like LU. If you see yesterdays' press analyst address by McGinn he has clearly said it that LU is in acquisition trail. So watch out folks.... TB