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

To: Raymond Duray who wrote (408)	3/20/2000 3:56:00 PM
From: SJS	Read Replies (1) \| Respond to of 1805

AMCC is reported to have pulled out of a conference in Cannes, hosted by SG Cowen. What's the scoop, anyone know? I think that mostly responsible for this big drop. ______ 14:14 ET Applied Micro (AMCC) 242 -24: Trading down over 30 points from session high; company pulled out of SG Cowen's Tech conference in Cannes.

To: Raymond Duray who wrote (408)	3/21/2000 1:59:00 PM
From: Beltropolis Boy	Respond to of 1805

>Interesting calculation on the AMCC content in SCreaMeR boxes. Are they selling any of those, BTW? ray. presuming that ML's referring to their 16000 Intelligent Optical Switch (http://www.sycamorenetworks.com/solutions/products/sn16000/overview.html), this product is still in the lab; however, they did sell a big bag of goods on Green Day: sycamorenetworks.com recent history (read: this weekend) is sorta a blur, but if my not-so-lucid memory can serve lucid for a moment, our Dec quarter revs from both Juniper and Sycamore were 'only' 1-2% of top line (the latter pro'ly from the 8000 Node). ah, here it is on page 2 (assuming this backdoor link gets you there): askmerrill.com duke of url, -chris. postwords: unfortunately, got your tequila tidbits too late to do me any good, but i'll sock them away for future (read: this weekend) reference. <vbg>

To: Raymond Duray who wrote (408)	3/22/2000 10:25:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 1805

one more time ... with feeling! >>"We believe that AMCC components add up to $1,000 per wavelength in Sycamore's 512 wavelength system -- which could result in $500,000 in revenues for each 512-wavelength system that Sycamore sells." >Interesting calculation on the AMCC content in SCreaMeR boxes. Are they selling any of those, BTW? since i got ya all hot & bothered over this one, ray, how about sharing some of dat due dilly? here's an additional homework assignment for ya: <vbg> AMCC components add up to $_____ per bit in LUzer's Nexabit NX64000 Multi-Terabit Switch/Router -- which could result in $______ in revenues for each Nexabit system that LUzer sells. lucent.com oh, and while you're at it, find out how many PMCS products are in Cerent's SupahSONET 454 too. start off with the Spectra family o' chips for starters. cerent.com we'll hold off on Juniper's M20 and 40 till next week, 'kay? ha! -chris.

To: Raymond Duray who wrote (408)	7/10/2000 10:34:26 AM
From: Beltropolis Boy	Respond to of 1805

said back on green day: >Interesting calculation on the AMCC content in SCreaMeR boxes. Are they selling any of those, BTW? ray: fwiw, looks like SICKamore sold the first batch of SN16000's to 360networks. "Sycamore won't say much about its contract with 360networks. It's a "multi-year" framework deal according to Jeffry A. Kiel, a Sycamore vice president and general manager. He declines to say how many years and says the $420 million value is merely a target. "There’s no guaranteed amount in the contract," he adds." lightreading.com