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To: Kent Rattey who wrote (46606)	10/30/1999 10:22:00 AM
From: Lucky L	Read Replies (1) \| Respond to of 152472

OT Kent, Do you have a opinion on AMCC? I have been a holder of this company for over a year and have been very happy with the results.(500%) Thanks in advance,LP

To: Kent Rattey who wrote (46606)	10/30/1999 7:17:00 PM
From: DownSouth	Respond to of 152472

RE: Impact of wireless on ATM. Following is URL and exerpt from the PMCS thread. Go to the URL for entire text. If you believe in wireless, you may want to believe in ATM, according to this analysts report. Message 11721441 10:01am EDT 27-Oct-99 BofA Montgomery (Gauna, Alex) PMCS PMCS: LUCENT AND NORTEL REPORT SURGING ATM DEMAND; RAISING ESTIMATES. BANC OF AMERICA SECURITIES MONTGOMERY DIVISION BANC OF AMERICA SECURITIES PMC-SIERRA, INC.* STRONG BUY ...text deleted... The Significance of ATM Should not be Underestimated. ATM (Asynchronous Transfer Mode) is the world's only reliable means of delivering converged voice, data, and video through the telecom infrastructure. In their September quarter conference calls, both Lucent and Nortel highlighted the rapid build out in the ATM core that is replacing the classic Class 5 switches that were designed to carry intermittent telephone traffic and not continuously streaming data traffic. ATM delivers the smart bandwidth capacity the world needs today, or in other words, provides a switching technology capable of distinguishing voice, data, and video, and delivering them with the appropriate levels of priority. What's more, wireless network builders, realizing the future of mobile technology involves delivering broadband data as well as voice, are deploying ATM technologies in base station technologies. Through its ATM leadership position, and through features available in its recently released Vortex chipset, PMC-Sierra is uniquely positioned to enable the wireless Internet.