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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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1580boston.com I don't think amcc makes those kinds of chips. But if anyone coutechanalyst1-9/25/2001
1579Well.... it does seem to me that if this stock is cyclical, it should be vauled techanalyst1-9/25/2001
1578Right now it is valued at $7.62/shr. Putting a historical p/e on a growth companG.F.-9/25/2001
1577(valuation) the problem with most people is that they are looking at AMCC (big czbyslaw owczarczyk-9/25/2001
1576Yeah... it's called valuation and something about capex being cut and worrietechanalyst1-9/25/2001
1575Oh you mean the fall from $14 to $7.60 in the 5 trading days from 9/4 to 9/10 anBWAC-9/25/2001
1574Something fishy about the recent sell-off of communication chip stocks. IbexxIbexx-9/25/2001
1573How do you know what offices were combined? What about travel between the two cotechanalyst1-9/25/2001
1572<It's not quite that simple. > Yes it is. All the numbers will show &BWAC-9/25/2001
1571Well.... It's not quite that simple. They merged with MMCN since then. I litechanalyst1-9/25/2001
1570Go to the income statement, plug in some numbers for yourself, look back at prevBWAC-9/25/2001
1569Well.... no matter. Consensus estimates are for $46 million in revenues and theytechanalyst1-9/25/2001
1568<That is below consensus. > Thats just part of the brokerage house fud. BWAC-9/25/2001
1567Well... estimates are for a loss. And I haven't seen a company in this envirtechanalyst1-9/25/2001
1566<Yes, but they are losing money now. And I bet they only come in with about 4BWAC-9/25/2001
1565Yes, but they are losing money now. And I bet they only come in with about 40 Mitechanalyst1-9/25/2001
1564Since no one seems to care it just might. I hear a lot of noise about lack of cuBWAC-9/25/2001
1563Sorry bout that, it wasn't directed at anyone. I am just frustrated I violatG.F.-9/25/2001
1562<i>Is this P.O.S. going to $0 or what?</i> What.Kayaker-9/25/2001
1561Is this P.O.S. going to $0 or what? Can't believe I held this thing from $1G.F.-9/25/2001
1560If GSCO would stop blocking at $8.40 AMCC could probably trade up today to arounBWAC-9/25/2001
1559...it's an evil market out there. Analas upgraded so their firms could unloaStoctrash-8/21/2001
1558Hi Fred, We'll see if pmcs, amcc and brcm see new lows. Looks like vtss hastechanalyst1-8/21/2001
1557Hope you took your own advice on selling?? I still think new lows on PMCS, AMCCStoctrash-8/15/2001
1556Ah... well I'm not going to gloat. Nothing goes straight up and lots of stuftechanalyst1-8/2/2001
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