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Technology Stocks
Applied Micro Circuits Corp (AMCC)
An SI Board Since November 1997
Posts SubjectMarks Bans Symbol
1805 111 0 AMCC
Emcee:  Dave Grady Type:  Unmoderated
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1355<i>Optical is only about 1/3 of NT business. That is why they are warning!Rolla Coasta-2/15/2001
1354<i>NT is about 20% of AMCC's business and shrinking quickly. From evert2-2/15/2001
1353<i>It seems to me that after NT today, almost everybody major that is invot2-2/15/2001
1352<i>What % of AMCC business is with NT? Also, it seems that the OC-192 typet2-2/15/2001
1351Thanks. I have been trying to decide whether or not to add to my position. We arFR1-2/15/2001
1350FR1 I think it is 18% They said it in the last conferance call Does anyone knoPerry Ganz-2/15/2001
1349NT is about 20% of AMCC's business and shrinking quickly. From every indicatinkershaw-2/15/2001
1348What % of AMCC business is with NT? Also, it seems that the OC-192 type businessFR1-2/15/2001
1347AMCC down 5 in AH trading, probably in response to NT warning. TulvioTulvio Durand-2/15/2001
1346GLW Breaking News Michelle Caruso-Cabrera Don Miller-2/14/2001
1345CFO "AMCC to outpace market growth" www2.marketwatch.com By Nicole MaDon Miller-2/13/2001
1344AMAT huh? Earnings good and guidance good too? Wow....what an optimist! Do SJS-2/13/2001
1343Whoever has the best OC-192 or beyond router-on-chip silicon will rule the interRolla Coasta-2/12/2001
1342AMCC forming a base...if I were short, I would cover especially with Greenspan sCapt-2/12/2001
1341Jack and Ray, As with all situations there are pieces of truth in everything. Don Miller-2/12/2001
1340FWIW> DJ Donaldson Lufkin CIO: Inventory Correction Cycle Near End 12 Feb 1LJM-2/12/2001
1339Thanks Fred, I think..... <g> Ray PS: I've always wondered if yRaymond Duray-2/11/2001
1338Bravo Ray..the podium is all yours!!! I'm reposting this on the BRoadCuMingdStoctrash-2/11/2001
1337Hi FR1, Re: TSM article. If you could provide a URL, I'd be appreciative. Raymond Duray-2/11/2001
1336I guess everyone here believes in the old saying: "It is always darkest juFR1-2/11/2001
1335Jack, <i>The sector will drift down until someone reports a pickup beyond Raymond Duray-2/11/2001
1334From Jubak's Journal on 1/31/01; "In my opinion, Applied Micro CircuitsCapt-2/11/2001
1333Ray I agree CSCO inventory will affect AMCC as it is 10% of their revenues. NT iJack Hartmann-2/11/2001
1332Hey Jack, Re: <i>So there it is. AMCC is stagnant junk floating on a barRaymond Duray-2/10/2001
1331So Much for That Summer Chip Recovery By Monica Rivituso February 8, 2001 THEJack Hartmann-2/9/2001
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