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To: shasta23 who wrote (12651)3/29/2000 9:47:00 AM
From: drsvelte  Read Replies (2) | Respond to of 14427
 
Applied Micro (AMCC) 142: CSFB reiterates STRONG BUY rating after confirming that Juniper (JNPR) will use AMCC's SiGe-based, OC-192 transmitter and receiver chips in their recently introduced M160 router. Design win shows building momentum as AMCC continues to exceed even the highest expectations. AMCC to potentially exceed our 60% Y/Y revenue growth for FY01 of $269 mln.



To: shasta23 who wrote (12651)3/29/2000 12:41:00 PM
From: Thean  Read Replies (1) | Respond to of 14427
 
Just bought VLNC at 22. Did not sell TQNT. Now in stuckoland. SAWS is holding up pretty well consider everything. But I did reduce my SAWS position to raise cash to buy VLNC.

OPMR - it may still go to $48. If not for this market, I think it is there already with the secondary finally priced yesterday at $39.


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