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

To: Raymond Duray who wrote (603)	8/6/2000 9:27:50 PM
From: a_dumb_blonde	Read Replies (1) \| Respond to of 1805

I saw Navallier on CNBC tonight and AMCC is on his top 5 (~) list. Navallier is a fund manager who uses a purely quantitative methodology for figuring out what the big money is chasing. He uses a 3D quant model which ultimately define the financial parameters that money is currently chasing. As I recall from a recent article which profiled his recent findings, I recall that ascending margins are in vogue now. This would certainly explain the flow of money into this company. Of course, the downside is that when the margins stabilize or Lord help us _decline_, the stock craters. I have been hesitant to get on this boat because of ozone-like trailing PSR--but if it's good enough for Navallier, what can I say? a_dumb_blonde