Seeking Alpha
  • Valuable Insights
    I'm not a chartist, but $AMCC looks great. Will break to meaningful new highs in 2013 on X-Gene customer news.
    12/26/12
    Reply (8)
    • Ashraf Eassa: Just like Titan, right? ;)
      12/26/12
    • Valuable Insights: Have you spoken with anyone at Dell or HPQ?
      12/27/12
    • Ashraf Eassa: Nope. But just because AMCC gets a design win or two, doesn't mean the systems will sell well.
      12/28/12
    • Ashraf Eassa: If Intel executes to plan and launches "Avoton" in 2013, then AMCC stands no chance in anything but very low end markets, where they
      12/28/12
    • Ashraf Eassa: will compete on price, despite the implication on the recent CC that they would price their products at a premium to Intel's
      12/28/12
    • Ashraf Eassa: Intel will have smaller die sizes, better perf/watt characteristics, better gross margins, and stronger vendor trust. AMCC is a long shot.
      12/28/12
    • Valuable Insights: Will see. Feedback from OEMs is very positive. And you know me, I love insider buying - am more apt to drink Kool-Aid when mgmt is as well.
      12/29/12
    • Ashraf Eassa: Fair enough :-)
      12/29/12