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

To: Kayaker who wrote (1616)10/11/2001 4:57:56 PM
From: techanalyst1  Read Replies (1) | Respond to of 1805
 
I thought tech was dead. I thought capex was so bad that all the ceo's were eating their equipment like Lucy ate those chocolates so we wouldn't know about the inventory.

But still.... P/S of 15 plus cash on amcc.

How much upside are we going to get in this market over that?



To: Kayaker who wrote (1616)10/11/2001 9:53:59 PM
From: techanalyst1  Read Replies (1) | Respond to of 1805
 
Hmmm.... guided up for dec. 2001 but lower top and bottom line for 2002.

Has to be some growth resumption next year though if they can make their guidance which hopefully is conservative.

Guess we'll see how high the rest of the sector can go.

TA



To: Kayaker who wrote (1616)10/15/2001 12:15:15 PM
From: Kayaker  Respond to of 1805
 
AMCC LEAPS available as of last (I think) week.


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