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

To: Ibexx who wrote (1532)	6/26/2001 6:39:24 PM
From: semi2000	Respond to of 1805

Re, shorting AMCC now is as good as as some other posters have suggested, 1) buying AMCC @150 2) following broker cattle mentality and announcing downgrade AFTER company warns 3) running out of ideas 4) repeating mundane and obvious fact 'revenue is cut in half' blah blah blah. Unless you were looking for guidance (spoon feeding) all this time, you missed it twice - when it was going up and now it has gone down. So what's the downside and what's the upside? I prefer upside. I will buy more very soon as my horizon is very long

To: Ibexx who wrote (1532)	6/28/2001 1:20:55 AM
From: Ibexx	Read Replies (1) \| Respond to of 1805

Off The Record: Semiconductor Professional praises Applied Micro Circuits' CEO-Money Managers, Analysts, Buysiders and Executives The Wall Street Transcript, 6/27/2001 10:48:00 AM Email this story to a friend New York City, New York, Jun 27, 2001 (The Wall Street Transcript via COMTEX) -- APPLIED MICRO CIRCUITS CORPORATION (Nasdaq:AMCC); Five analysts and top management from eight sector firms examine the Semiconductor sector in this special 57-page issue from The Wall Street Transcript, available at (212/952-7433) or twst.com "I have been pretty impressed with Dave Rickey of AMCC," remarks a semiconductor professional. "I think he's done a phenomenal job. All in all, Rickey has done a fabulous job transitioning the company from more commodity-type products to the fiber optics components business, and making sure that AMCC has a very broad product line. I understand that their product portfolio spans from the O2E interface, the optical to electrical interface, all the way down to high-end products, high level products, and high layer products. We're particularly impressed with Dave Rickey's vision and focus in the right sector with the right products." "I think Dave Rickey of AMCC was surprised by the downturn in the market," remarks another industry expert. "I think he's learned a lot on how vicious business can possibly be. I think that he is straightforward with investors now. He is right on the record." This special issue includes: 1) Semiconductor - In an in-depth (5,500 words) Analyst Roundtable, Eric Chen, Senior Analyst at JPMorgan H and Q and Joseph A. Osha, top ranked Analyst responsible for covering the semiconductor industry at Merrill Lynch Global Securities, examine the outlook for the sector including, inventory levels, future outlook for smaller companies and share specific stock recommendations. 2) The TWST confidential Off-The-Record survey of management performance at twenty-three sector firms asked market insiders about the ability of management teams to create shareholder value. 3) Outlook for Semiconductors - In an in-depth (3,000 words) Analyst Interview, Dan Scovel, Semiconductor Analyst with Needham and Company, examines the outlook for the sector and shares specific stock recommendations. 4) Semiconductor Industry Overview - In an in-depth (2,000 words) Analyst Interview, Arun Veerappan, Managing Director at Robertson Stephens, examines the outlook for the sector and shares specific stock recommendations. 5) Semiconductor Stocks - In an in-depth (1,900 words) Analyst Interview, Jonathan Joseph, Managing Director at Salomon Smith Barney, examines the outlook for the sector and shares specific stock recommendations. 6) CEO interviews (average 2,500 words). Top management of eight sector firms examine the outlook for their firm and the sector. This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 06/25/01. Confidential Excerpts from Industry Insiders CONTACT: The Wall Street Transcript Corporation 67 Wall Street, 16th floor, NY, NY 10005, USA (212) 952 7433 (212) 668 9842 Ibexx