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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (43200)	11/8/2000 9:53:02 PM
From: bambs	Respond to of 77400

What the hell do you expect the good people from AMCC to say...sell our stock it's over valued? There is a great game going on the market. Everyone needs to keep the party going. They need to get stock prices flying again. That's what it's about. The flying stock prices create billions in market cap which in turn gets leveraged to fuel growth. It's over. Just look at the amzn story...all these garbage falling businesses paying each other with stock and counting it as revenue to inflate growth. It's a big joke. The only chance AMZN has of surviving is to keep it's stock up so it can do more stock offerings. They need to try to sucker some dumb money into getting in on another offering or the could go bust with in 6-9 months. It's all over but the crying. Bambs

To: t2 who wrote (43200)	11/8/2000 10:00:19 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 77400

Here's some news on AMCC from their pitch at the AEA: ----------- 15:01 ET Applied Micro (AMCC) 68 11/16 -7 11/16: Presentation at the AEA conference just ended; CEO gave a bullish talk - in regards to talk of lower capex affecting his business, he said that either he is in complete denial or there is a mix shift underway from legacy circuit switched gear to next gen optical gear. Obviously, he believes it's the latter. Says company has survived a transition period with Nortel (NT) while still growing 30% sequentially, and isn't worried about Cisco (CSCO) inventories. Says that business is strong -- not seeing any customer "squirreliness or push-outs" and guidance for 20% sequential revenue growth is "conservative." this was posted on PMCS thread that question to analysts: who knows better its business PMCS,ADI and others or analysts? Zbyslaw