Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: techanalyst1 who wrote (1579)	9/26/2001 12:54:51 PM
From: Wizard	Read Replies (2) \| Respond to of 1805

wow. 7 bucks on AMCC. I haven't checked this one in a while. calling it a cyclical is a major understatement. it grows more or shows more negative growth in a single month than most cyclicals do over a year. Layer on top of that operating margins that go from 10% to 40% and back to(90%) and that makes for one hell of a range of valuations... oh and then there is share count... 20mm at IPO and 300mm+ more recently... IPO was ~$1.50... that represented 20x the forward earnings estimates at the time.