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

Applied Micro's Bullish Thesis Ignores Significant Structural Problems

It is my view that shares of Applied Micro (NASDAQ:AMCC), a small semiconductor firm most widely known for its upcoming X-Gene "server on a chip" product, are highly overvalued.

It is my belief that the bull case, as well as management's own public statements, myopically ...

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