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


To: tinkershaw who wrote (998)11/19/2000 7:22:01 AM
From: James Fulop  Read Replies (1) | Respond to of 1805
 
>>It now faces pressure from Ciena, Corvis and ONI Systems in the fastest-growing areas of that market, Crespi said.

I don't know about Ciena, but Corvis and ONI are clients. Thus of the 4 players mentioned to be in competition AMCC is involved with at least 3 of them and maybe Ciena, but I'm not clear on this aspect.<<

FWIW, David Rickey specifically mentioned Ciena (among others) as a client on the July CC.