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

To: Trader Dave who wrote (334)	2/7/2000 3:57:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 1805

>>extremely high sustainable growth can buy your way out of a LOT of problems.<< TD, I am seriously COUNTING on that. Everyone should understand the risk/reward potential in maintaining a portfolio heavily weighted in high PE tech stocks. But it's been my experience that to the winner goes the "high pe spoils" and I've never let that number keep me out of a stock. That being said, I would very careful of any deceleration of earnings growth. But this opportunity that we currently have with Internet infrastructure is still in it's nascent stages, imo. The only other sector I would consider right now is Bio-Tech (but that one really brings out the risk averse side of me) <edit> AMCC melts up while we are chit chatting away, closes up 27 3/4. Unreal.