Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SJS who wrote (582)	7/12/2000 4:23:59 PM
From: Trader Dave	Read Replies (1) \| Respond to of 1805

bookings over $100 million, meaning a book to bill of at least 1.35..... YAWN

To: SJS who wrote (582)	7/12/2000 4:28:07 PM
From: DiB	Read Replies (1) \| Respond to of 1805

Beat the whisper by 2 cents. <eom>

To: SJS who wrote (582)	7/12/2000 5:27:55 PM
From: Raymond Duray	Respond to of 1805

Hi Steve, What a wonderful company, eh? This makes the news about the shortfall in OC-48 chip sales seem a ridiculous over-concern on the part of Mr. Market. Or was the stock being manipulated? Naw, never happens. Congrats to all AMCC longs. Light up that stogy now! Remember, sometime over the summer, some analyst is going to come along and suggest that the grip of the SONET network is about to be broken with all the great new advances of IP over DWDM in the metro and inter-LATA markets and that as such, SONET will be entering a period of decline for the forseeable future. Good time to short AMCC, then buy it again lower before the Sept. numbers come out and blow us out of the water again. The yin and yang investment strategy. Best, Ray