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

To: SJS who wrote (930)11/7/2000 6:17:24 PM
From: Trader Dave  Read Replies (3) | Respond to of 1805
 
uh, the last time i checked, cisco ISN'T seeing a slowdown. The reason they're building inventory is they are ALSO seeing an increase in backlog and continued acceleration in growth.

confusion reigns supreme



To: SJS who wrote (930)11/7/2000 6:20:07 PM
From: techanalyst1  Read Replies (1) | Respond to of 1805
 
Then why was csco guiding for more growth?

Market is a crazy place. Everyone is so afraid they'll be the last one out the door and amcc remains at a high valuation. Margin is probably causing some troubles as well.

Stock was just as volatile back in the spring.

TA


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