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


To: Trader Dave who wrote (984)11/17/2000 12:37:04 AM
From: tinkershaw  Respond to of 1805
 
If Cisco purchased AMCC Cisco would destroy 90% of the value of AMCC because AMCC's customers are practically all of Cisco's competitors in the optical and routing space from Juniper, Sycamore and Onis, to Nortel and Lucent. Doesn't make a whole lot of sense to destroy this much value.

Tinker