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

To: Rob S. who wrote (1493)4/24/2001 10:57:10 PM
From: techanalyst1  Read Replies (3) | Respond to of 1805
 
They can demand it and they may indeed get it, but AMCC is a one source supplier and the chips they supply can't just be replaced with a competitor's chip once they're designed into a product.

This isn't like Mikey Dell saying he needs chips today and shopping around for the best price.

TA



To: Rob S. who wrote (1493)4/25/2001 12:03:34 AM
From: Stoctrash  Read Replies (1) | Respond to of 1805
 
Rob...you are correct, the margin stage is yet to come.
It's a neat little cycle that comes and goes over and over again....and ain't it FUN!!!


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