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

To: techanalyst1 who wrote (849)	10/28/2000 8:36:00 AM
From: Trader Dave	Read Replies (2) \| Respond to of 1805

Hi TA, Don't know how long this confusion takes to resolve itself. If NT shows the sequential optical growth they're expecting next quarter, perhaps then. If not, I'm sure the analysts will say it'll be over next quarter. But even those cries will fall increasingly silent over time, so perhaps it may take a few quarters. Over time, people will realize we are so far away from providing the bandwidth required for all of the emerging applications and that companies like amcc have highly defendable barriers to competitive entry. we've been doing a fair amount of work studying the bandwidth required by the next generation of enterprise applications. Some of the rollouts are limited by the need to deploy the large broadband pipes. Just looking at dollar volume in the US, of the $20 trillion in commerce, $17 trillion is b2b. this is actually only a measuring point. Many of the b2b applications being built require massive broadband to support the negotiating mechanisms that are increasingly part of the new apps. But, given the decreasing stock trade friction, massive growth, inherently complex technology, and the total lack of discipline in the financial community, I suspect the extreme volatility will remain the norm. TD P.S. Please turn on your private message function in SI.