SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Micro Circuits Corp (AMCC) -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (935)11/7/2000 6:40:03 PM
From: MGV  Read Replies (2) | Respond to of 1805
 
Not that I saw. They said broadband access was weak. Globespan does alot of business with CSCO.



To: techanalyst1 who wrote (935)11/7/2000 7:26:51 PM
From: SJS  Respond to of 1805
 
Tech,

I posted this this morning on the TXCC thread.

Message 14745415

I hope it helps understand who sells to whom. However, it might not help us too much with CSCO's "oversupply vendor(s)".

As Don mentioned, at least AMCC is being mum on if it's them specifically, and I would guess that other chip supply vendors will not relinquish that information via their IR depts (if called), because it would be damaging to them.

We'll know in Q4, or via other SEC filings.

Steve



To: techanalyst1 who wrote (935)11/7/2000 11:40:09 PM
From: Don Miller  Respond to of 1805
 
The NT inventory issue started last fall on the OC-48, they had to work off their home built units in 1-2 Qs. After that they to be a renewed customer. I was somewhat surprise they remained at so low a customer overall for this past qtr.

CSCO was not a significant direct customer for AMCC so how much inventory could they have? Who knows about the AMCC customers that are secondary suppliers to CSCO.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News