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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (812)	2/11/2000 2:20:00 AM
From: LindyBill	Read Replies (3) \| Respond to of 22706

This screen of companies on the Nas that I picked up is starting to show some interesting results in just a week. Applied Microcircuits, AMCC, has gone up 50% this week!. Here is their profile: Applied Micro Circuits develops, manufactures and markets high performance and high-bandwidth silicon solutions for the communications markets. For the 9 months ended 12/31/99, revenues increased 51% to $115.3M. Net income totalled $28M, up from $13.8M. Revenues reflect unit growth in shipments of existing products. Net income also benefited from higher gross margins due to increased utilization. They have a market cap of about 14 Billion, and they are making money. Since they are advancing well against the German Army, and MCLD, another Nas top 25, has gone down during this rally, and is not advancing against the Germans, I think I will take troops from MCLD tomorrow and reinforce AMCC.