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

To: Kayaker who wrote (467)	4/19/2000 4:42:00 PM
From: Kayaker	Respond to of 1805

The fourth quarter, fiscal 2000 earnings announcement will be made after the markets close on April 19, 2000. A recorded replay of our conference call discussing the quarter results will be available beginning Wednesday, April 19, 5:00 p.m. (PT) through April 26, 5:00 p.m. (PT). To listen to the replay, call (800) 625-5288 and use access code 691436.

To: Kayaker who wrote (467)	4/21/2000 11:46:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 1805

yo, yaker: fresh- or saltwater? <g> given you're on this board, i'd say you're prone to the former what with the whitewater river theme. ever yak on the Amazon, Congo, Missouri or Nile? how 'bout the Cuyahoga? Sea of Japan? eustice.caltech.edu in Trader Dave parlane, are you into DESIGNer sports? are you a WINner? i'm hearing that the Indus and Rhine are the current hot spots. while Nortel will continue to drive us -- book-to-bill for new standard products is 3.0 -- i'm definitely encouraged by diversification outside of NT by the likes of Juniper, Marconi and Sycamore. (of course, it's often overlooked that AMCC sells into four NT divisions: Calgary for the Metrocell line, Montreal for ASICs, Europe, and essentially Bay Networks [via Cimaron design wins].) fwiw, a little back o' the envelope. Qtr NT Revs Seq Grwth % of Total Revs Mar00 $24.5 33.9% 43.0% Dec99 $18.3 34.6% 40.0% Sep99 $13.6 38.8% 35.9% Jun99 $9.8 30.7% 31.0% Mar99 $7.5 38.9% 26.1% Dec98 $5.4 - 20.0%