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To: MMM Mule who wrote (16623)1/13/2001 2:12:39 PM
From: Spark  Read Replies (1) | Respond to of 19297
 
..just got me a new toy...lol.. solotrek.com



To: MMM Mule who wrote (16623)1/15/2001 8:48:34 PM
From: Spark  Respond to of 19297
 
AMCC...am hoping for a green day tomorrow, or I'm out and keep them profits..earnings late in the day..got this one now since last Monday..chart refused to let me out..whispers look good..and these crooks like it..LOL..

Its "going to be a tough [earnings season] for the semiconductor business" according to Mark J. Lipacis at Merrill Lynch. Half of the companies in the semiconductor industry pre-announced negative earnings and analysts expect some of these to fall short of their own guidance. In addition, there is little expectation for the other half to have positive earnings surprises. Cantor Fitzgerald's chief market strategist Bill Meehan said that "for most companies, meeting the numbers will be a positive surprise."

One of the main exceptions appears to be Applied Micro Circuits (AMCC). Mr. Lipacis told clients that AMCC will beat both his earnings and revenue estimates of $0.14 per share and $138 million respectively. Charlie Glavin at CS First Boston agrees. He issued a note to clients that said AMCC should beat the consensus estimate as well.

The consensus estimate is $0.14 with thirteen of the fourteen analysts having an official estimate in line with the consensus. The Earnings Whisper ® number is $0.15 on revenue of $140 million, including revenues from the newly acquired MMC Networks.