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

To: Steve Warkentin who wrote (563)	7/8/2000 9:56:13 PM
From: Kayaker	Read Replies (1) \| Respond to of 1805

Hi Steve. There's a (short term) slowdown in the growth rate of sales to NT but not a slowdown in sales. Sales to NT are expected to be up about 10% this quarter. Also, the percentage of sales to NT is expected to be down because the percentage of sales to other companies is increasing faster. Confusion over this in the media is IMHO largely what brought the stock down. Some articles were leaving the impression that sales to NT were actually declining. At least that's my understanding..... Regards, Yaker