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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (53659)	10/3/2001 12:18:32 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

AMCC and PMCS are on my watch list. AMCC got as low as ~1.5 times cash. VTSS has too much debt. In these gut wrenching times, I can just about maintain a buy program in the companies I love.

To: Sam Citron who wrote (53659)	10/3/2001 1:01:25 PM
From: John Trader	Respond to of 70976

Sam, I am in AMCC. Was thinking of adding more here and then the big gains today. If cash is king then this company needs to be looked at. Even at current price of $8 is trading at about two times cash with no debt. If the networking equipment business ever comes back (still don't understand why it should not), then perhaps AMCC is a great buy here even after today's run. Also, FWIW, Yahoo lists Fidelity Select Electronics as a major shareholder. I respect the managers of that fund. I wonder if anyone else has any thoughts on this one. John