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

To: MulhollandDrive who wrote (331)	2/7/2000 3:30:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 1805

we already have a decent cash position, i don;'t know what we'd buy after we paid uncle sam our big tax bill....amazon? (not for $1 per share) akamai? at least this internet infrastructure play has an actual "e" but we are prepared to live with 0% returns or even a 50% correction from these levels. (short term, more than 12 to 18 months out, we still think amcc is a good bet.) the only comfort we can take is that the company's guidance seems conservative and their design win rate helps project well in the intermediate term. but, bottom line, any pe ratio that requires scientific notation means there is enormous risk.