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


To: techanalyst1 who wrote (1656)10/17/2001 5:01:14 PM
From: Taro  Read Replies (1) | Respond to of 1805
 
you met Roger Smullen? If not, here is my advice: Just multiply your impression of Rickey by x2.5... As for the product road map of PMCS, I agree. As for execution, I just dont. Rickey just proves how smart he is in not under estimating his main competitor by definition.. Now to the European issue: PMCS fired the current head of AMCC Europe 2 years ago. Here I am convinced PMCS (Harash Patel) made the sounder decision.



To: techanalyst1 who wrote (1656)10/17/2001 5:07:40 PM
From: Taro  Respond to of 1805
 
FYI: I did post another one on same subject on the MRVL thread today though