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

To: Raymond Duray who wrote (1661)	10/17/2001 6:55:56 PM
From: techanalyst1	Read Replies (1) \| Respond to of 1805

Nah. Growth isn't over Ray. But it's not coming back for a while. And because I don't see the growth RATE coming back, I don't see them getting the pe or p/s that they had. The leaps are sooooooooooooooooo expensive! Gee! If amcc goes back to the lows, the leaps will cost as much as shares. These semis aren't like DRAM. They can't be interchanged with another company's chips. So... amcc will be sole source for some of their suppliers. But sole source when not much in the way of revenues coming in, doesn't do a whole lot for a company with a high valuation. I still am not writing Amcc off for having good guidance. It wouldn't take a whole lot to increase guidance from this level and the ceo did purchase all those shares. TA