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

To: Taro who wrote (1597)	10/3/2001 3:44:05 PM
From: techanalyst1	Read Replies (2) \| Respond to of 1805

Well.... that doesn't mean there aren't other good companies with good management. Everyone has their own style. I guess David Rickey is more outgoing than Bob Bailey, but both companies have executed nicely in the past (when there weren't the macro-economic issues we have now) and I don't have any reason to think they won't in the future. Smart move for David Rickey to have done a secondary for cash when he had the chance last year. Too bad he did it early in the year. Can you imagine how much cash they'd have if they had done it when the stock was 109 (or less shares outstanding)? Don't get me wrong, I like David Rickey, but I think that Bob Bailey can hold his own. I think anyone who wants to own companies in this space should consider both of these. They'll both survive. TA