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


To: SJS who wrote (1591)10/2/2001 3:47:52 PM
From: Taro  Read Replies (1) | Respond to of 1805
 
Don´t believe this is justified in any way for AMCC. Where PMCS has been overly optimistic ("we are going to do $ 100Mil this FY with CSCO, 40 out of that QED"), AMCC has IMO been quite cautious. Sure, down-grade PMCS - how is their cash position BTW?.... - but giving AMCC the same treatment, I just believe that is uncalled for.