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

To: Catcher who wrote (676)	9/17/2000 8:45:24 AM
From: Trader Dave	Read Replies (1) \| Respond to of 1805

OT: Orcle is a different case. a 25x price to sales ratio is a questionable valuation to pay for 15% revenue and especially disappointing apps growth. (Growing at 1/2 (or less) the rate of SEBL, ITWO, ARBA and CMRC, but still taking share? no wonder no one trusts larry) There is lots of misunderstanding out there, but for most of the communications semi company's I mentioned, valuations have expanded far faster than revenue growth, which creates decent sized risk when misunderstandings do occur. TD