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

To: Trader Dave who wrote (575)	7/11/2000 5:06:22 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 1805

funny, and point taken, but i still don't get a warm & fuzzy even with both at 40% sequential growth going forward. we all know SDLI went from 23% and pre-announced 40% (essentially putting it at par with JDSU). so, while i obviously don't have a good gauge on how much more acceleration we can expect, it still doesn't tell me why SDLI is that much "more valuable" than JDSU ... ?

To: Trader Dave who wrote (575)	7/11/2000 11:48:34 PM
From: Beltropolis Boy	Respond to of 1805

>Looking at annualized quarterly trailing revenues? C'mon CM, that's the mark of a retail day trader! goddamn it! i hate it when NN hacks his way into my SI account! to ali, thanks for the reply and teaching me a thing or two on SDL. DoJ aside, i absolutely don't doubt the remarkable synergies of a JDSDL -- phenomenal cadre of engineers, little product overlap, the latter's "full-fledged" Raman modules and AWG. i presume the obvious stickler will be the 980. so, screw valuation. i'll leave that to the professional boys. here's to JDSDL leaving Lasertron a forgettable afterthought to the retail patzers (like me). and jesus, i can finally rest easy over this impending LUzer optical spin-off. ("retail," huh? don't think i've ever been called anything so pedestrian. need to get out more.)