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

To: Raymond Duray who wrote (1332)	2/11/2001 8:25:07 AM
From: Jack Hartmann	Read Replies (1) \| Respond to of 1805

Ray I agree CSCO inventory will affect AMCC as it is 10% of their revenues. NT is 18% and didn't report a slowdown on the optical side. NT said they expect 30-40% growth in that area for the next few years. NT also gained market share in Europe which seems to not have stopped spending as much as US companies. As for Jubak, his diversified portfolio was down 15% and beat not beat the S&P500. The sector will drift down until someone reports a pickup beyond flat guidance that seems to be forecasted for the first half. Jack

To: Raymond Duray who wrote (1332)	2/12/2001 1:16:32 PM
From: Don Miller	Read Replies (1) \| Respond to of 1805

Jack and Ray, As with all situations there are pieces of truth in everything. My current view is the OC-3, OC-12, and OC-48 business has became quite common and is impacted by lack of spending at the last few miles. On the other hand CSCO is too new to the OC-192 service to have much sales to warrant an inventory buildup. In fact Chambers said the OC-192 sales growth was linear as a opposed to blocky for the lessor rate systems. I also offer a brdrtwn post from the yahoo club suggesting CSCO is coming alive in the OC-192 arena. New csco router using silicon not asic. They say that the new product is being developed in San Jose by Cisco engineers under the code-name “The Manhattan Project” and that its official product name will be the ONS 15232. It’s a 32-port OC192 switch, Light Reading’s sources say, and they add that Cisco is building the product using commercially available silicon, rather than custom ASICs. As I remember the lack of ports was the big beef about the just released OC-192 router. see the rest of the story at: lightreading.com