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

To: techanalyst1 who wrote (1567)	9/25/2001 6:01:38 PM
From: BWAC	Read Replies (2) \| Respond to of 1805

<That is below consensus. > Thats just part of the brokerage house fud. I can't imagine the company is going to sit around and not put the $1.2 Billion cash to work. I doubt they would add capacity though at this point in time. Might add a complimentary company though. I mean they don't have any debt to pay off with the cash or anything. Its really simple to analyze. If AMCC doesn't align R&D expenses and SGA to the appropriate levels then they will have a loss. I'm sure they will have a loss this quarter. I can't imagine anyone thinking they wouldn't. It should be very similar to last quarters loss.