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

To: Kayaker who wrote (919)11/7/2000 8:16:25 AM
From: Jack Hartmann  Respond to of 1805
 
07:41 ET Cisco Fallout : Cisco reported that it consciously built inventory during the qtr due to concerns over supplier lead times and that it plans to reduce total inventory levels over the next 1-2 qtrs. While it is not clear which components CSCO built inventory, Merrill Lynch lists a number of communications-IC companies that could experience weakness from a drawn down of inventory: GALT (20%-30% exposure); PMCS (10%-15%); BRCM (15%); MMCN (55%); AMCC (10%); VTSS (11%).

From briefing.com.

Jack



To: Kayaker who wrote (919)11/7/2000 9:30:07 AM
From: bvinnieb  Respond to of 1805
 
Kayaker, He actually suggested or recommended to buy QCOM, JDSU and AMCC?

If so that is great for you. I have not read in any of the newsletters that I have received a recommendation to buy anything.

Vinnie


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