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

To: Trader Dave who wrote (583)	7/14/2000 12:34:11 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 1805

>bookings over $100 million, meaning a book to bill of at least 1.35..... YAWN< yawn, huh? you could at least tease us with a stock that gets a rise out of you, TD. <g> 30% sequential rev growth; 50% non-NT comm sequential rev growth; OC-192 book-to-bill over 2.5. i've got a chubby. btw, any thoughts on AMCC waiting on network processing in contrast to Moto (C-Port), PMCS (QED, Malleable), VTSS (Sitera, Xaqti)? early in the Q&A, Rickey says it's mostly FUD, mostly ASIC, that one could "blow your wad" by entering the wrong area too soon. later he says the PMD market is half of PHY which is half of Framing, and network processing has a potentially even larger available market (albeit in ASIC). two years too long to wait?