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

To: t2 who wrote (734)	10/11/2000 10:29:20 PM
From: t2	Read Replies (1) \| Respond to of 1805

Combine AMCC earnings with Corning's positive preannouncement and we have a rally going tomorrow in fibre---a big rally. In addition, semis have bottomed out; PC stocks have been killed; networkers have been hit; Cisco held 60 today. That means we go up big, IMHO. That is due to the first bit of good news coming out this evening. All the crappy companies have already reported their misses.

To: t2 who wrote (734)	10/12/2000 2:08:28 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 1805

>Looks like a great report. Book to bill went up to 1.50 in communications and record booking of 131 million.< and you can double that b-to-b for OC-192: 3.0 rev by rate OC-192 : $15.0M vs $5.3M = 183% Q/Q OC-48 : $40.9M vs $33.9M = 21% OC-12 : $16.6M vs $14.8M = 12% 14 customers @$1M+ (versus 13 last quarter) non-NT contributors: Alcatel, Cisco, Hitachi, JDS-Uniphase, Juniper, Lucent, Sycamore, Tellabs, Tellium also on the horizon: Astral Point, Avici favewavs.com