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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: anon who wrote (8715)11/28/2001 12:35:19 PM
From: Sully-  Respond to of 99280
 
* 12:28 ET Applied Micro (AMCC) 14.93 -0.39 (-2.6%): -- Update -- Believes some inventory correction still required in calendar 2002 with company projected that supply/demand match up in 2003.

* 12:24 ET Applied Micro (AMCC) 14.87 -0.45 (-2.9%): Company currently presenting at CSFB conference; says gross margins on its design wins this quarter have been about 76%; says it believes it currently has four or five months of inventory -- management acknowledges it could be saying the same thing four months from now.



To: anon who wrote (8715)11/28/2001 1:05:11 PM
From: anon  Respond to of 99280
 
ok, we should get a one hour reaction rally after a low at some point between here and 1:45, wait for the low and turn, add one hour to that low time and you should get your time of the top, then the drop comes. that's mly rough map.


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