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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (38148)	6/25/2001 4:15:16 PM
From: Annette	Read Replies (1) \| Respond to of 65232

That's ok...I'm waiting till 2003 to go to DisneyWorld.

To: Jim Willie CB who wrote (38148)	6/25/2001 4:20:16 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

Applied Micro (AMCC) 14.20 +0.34: Company warns for Q1, sees revenue of $40-$45 mln vs. First Call consensus of $73 mln and pro forma net income as $0.04-$0.06 per share loss vs. First Call consensus of break even; "Current business conditions continue to be very poor. New order activity has remained weak throughout the quarter and our overall backlog has declined. The magnitude of this downturn is greater than we, or our customers anticipated, and the progress in reducing excess inventory in the channel appears to be slower than they originally thought." . Watch for sympathetic reaction from sector peers PMCS and BRCM. Ö¿Ö