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

To: SJS who wrote (934)	11/7/2000 6:29:38 PM
From: techanalyst1	Read Replies (3) \| Respond to of 1805

Steve, Did they specify what type of products they have to work off? Same thing with NT. Were they oversupplied with amcc or pmcs gear? TA

To: SJS who wrote (934)	11/7/2000 6:32:58 PM
From: Trader Dave	Read Replies (1) \| Respond to of 1805

same conclusion as you, but a different analysis. I am not fearful of a long term demand driven slowdown for packet infrastructure. combined with the strength of the merchant silicon cycle (a hidden padding/multiplier no one bothers to analyze) I sincerely doubt amcc hits the wall anytime in the near future. i think fundamentals are fine. However, valuations are still at very high levels. confusion is swirling everywhere, growth rates and valuations are unprecedented, i expect this wild volatility will continue for a while. With the FD eliminating a primary conduit of company communication, i see no reason for a recovery anytime soon. But i don't call markets, it's hard enough dealing with straight fundamentals. td