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

To: Kayaker who wrote (807)10/26/2000 3:21:30 PM
From: 16yearcycle  Respond to of 1805
 
the other issue about the rev numbers is they are trailing and don't include the mmc numbers.

It's fun to slam the bulls now, but the numbers the bears use are twisted. Forward rev's are anticipated to be 575 million, which puts the revenue multiple at 25-30 not 75.
Not to mention amcc is at about 15x 2002 revenues.



To: Kayaker who wrote (807)10/26/2000 3:44:07 PM
From: bvinnieb  Respond to of 1805
 
Kayaker, my thoughts exactly, now lets make it a fact at 4:05PM.

Go AMCC and Blow out JDSU Earnings.

Vinnie



To: Kayaker who wrote (807)10/26/2000 4:35:59 PM
From: SJS  Read Replies (3) | Respond to of 1805
 
YAK,

I just heard on CNBC that Drew Peck lowered his rating of AMCC from Strong Buy to Buy, and that 1H 2001 will be weaker. His expectations are that 2H 2001 will resume growth.

Steve


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