Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Hands Off who wrote (1032)	12/3/2000 11:44:18 PM
From: Raymond Duray	Respond to of 1805

Hi Marshall, Re: I went to the AMCC site to try and determine what % fo their revenue came from SONET related sales and could not make a determination. So my question for you is do you know what the % is? I do not have that information. It is my understanding that AMCC is not asleep as to changes in the market place and is either acquiring other smaller design firms, or is developing alternative technologies in house to meet new market opportunities. It has been my understanding that historically, SONET represents a "significant" percentage of AMCC revenues, and that it is expected to be a diminishing percentage in the future. The role of SONET, in my opinion, will be a diminishing part of the data-centric networks of the future. However, I don't expect the PSTN to disappear anytime soon, nor the Bellhead preference for ring architectures. So, I remain unable to determine exactly what the shape of the future telecom semiconductor market will look like, and who the winners of 2004 will be. Clearly AMCC appears to be a leader. But then, so does Velio, a company that is still private but seems to be getting significant design wins with CIEN and SCMR. So, I'm trying to remain open minded about what the future will look like, and who the winners will be. Thanks much for pointing out the LightReading article. It was very well worth taking a look at. I'm posting it over at the Last Mile thread. If I get any interesting replies I'll let you know. :) Best, Ray

To: Hands Off who wrote (1032)	12/4/2000 12:22:36 PM
From: Don Miller	Respond to of 1805

A portion of my holiday reading included three other Lightreading articles involving optical hardware entitled: "Optical Switching Fabric" (http://www.lightreading.com/document.asp?doc_id=2254), "Metro Optical Ethernet" (http://www.lightreading.com/document.asp?doc_id=2472), and and "Optical Train Wreck?" lightreading.com I would like to also draw everybodies attention to an Epoch treatise of the entire network dial tone to dial tone. epoch.com For those of us who are telecom optically challenged, the first, second and fourth articles are some fine educational information. I find it hard to accept a turndown when fiber capacity is tight. The only cause for a component turndown in my simplistist understanding would the the lack of new cable to attach it to. I remain torn by GTW and LU being sold out of fiber capacity 16 months forward. That article was found on ZDnet News, date Oct 29 by Bill Scanlon of Interactive Week. Do I need to say my printed link is too long to print properly. Certainly there is plenty of legacy hardware on existing fiber that would be replaced with more effective AMCC hardware. Ray you might want to review the third article and comment. Can anybody point to readings or ways to resolve the build-out consequence dilemma for AMCC?