Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Applied Micro: Upcoming Catalyst Should Drive Significant Downside After Irrational Rally

Shares of Applied Micro (NASDAQ:AMCC) have typically benefited from any and all hype surrounding the emergence of the micro-server product category for web and other dense workloads. The firm has been touting its upcoming X-Gene micro-server part, which has been delayed time and again, a...

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