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

To: Raymond Duray who wrote (581)	7/12/2000 4:12:43 PM
From: SJS	Read Replies (3) \| Respond to of 1805

16:06 [AMCC] APPLIED MICRO CIRCUITS Q1 EARNS 21 CENTS VS. EARNS 6 CENTS YR. AGO QTR 16:05 [AMCC] APPLIED MICRO CIRCUITS Q1 REVENUE $74.2 MLN VS. $31.6 MLN YR. AGO QTR Estimates were for .17, they did .21 Steve

To: Raymond Duray who wrote (581)	7/12/2000 7:52:45 PM
From: DukeCrow	Respond to of 1805

I don't see it as a great distance to go from Wall Street doing a wink and nod to JDSU's "pro forma" profits, to the point where someone someday soon says "show me the money". Have you looked at JDSU's cashflow statement lately? I don't understand how you can say they aren't making money. Ali