Seeking Alpha

Applied Micro Circuits Corp. (AMCC)

()

Comments on AMCC

  • 16 Breakout Stocks on Unusually High Volume [View article]
    interesting facts
    Comment by Arik
    Nov 29 09:30 am |
    Rating: 0 0
  • 16 Breakout Stocks on Unusually High Volume [View article]
    Nice work and suggestions - Thanks
    Comment by mbkelly75
    Sep 10 14:06 pm |
    Rating: +1 -1
  • 16 Breakout Stocks on Unusually High Volume [View article]
    I also noticed the huge volume in CPST yesterday. I've been waiting for the premium on the Jan $2.50 calls to build up enough to make... More »
    Comment by effeff63
    Sep 10 09:34 am |
    Rating: 0 -1
  • Chips: Bullish on the Restock Rally [View article]
    From another blog: "AMCC has been on a rocket climb this week as the insiders were selling shares at much lower than its current... More »
    Comment by Bob'29
    May 27 22:18 pm |
    Rating: 0 0
  • Street 2009 View Still Too High for Semiconductors [View article]
    Ye, I also agree with above two. I especially like the look of AMD, which have been the worst affected by this downturn, so have the... More »
    Comment by Graham Bridges
    Jan 13 05:08 am |
    Rating: 0 0
  • Street 2009 View Still Too High for Semiconductors [View article]
    I agree with the market often discounting future earnings trends. I'll point out that the VIX has spiked considerably over the past 5... More »
    Comment by Richard Davenport
    Jan 12 15:58 pm |
    Rating: 0 0
  • Street 2009 View Still Too High for Semiconductors [View article]
    Sounds like it's time to start buying shares again as the market always discounts earning trends by 6 months or more, and historically... More »
    Comment by yousaidwhat
    Jan 11 21:20 pm |
    Rating: +2 0
  • 10GbE Optical Component & SFP+ Modules: This Time It's Different [View article]
    CSCO prints and gives away their stock faster than the rest of us can buy it. CSCO = dilution
    Comment by thinking ahead
    Nov 29 13:31 pm |
    Rating: 0 0
  • Semiconductors: Breakout of FTTH Silicon Market Share [View article]
    Excellent article -- great data.
    Comment by Frank Li
    Jun 17 15:21 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Ralph - I am comparing the amounts produced to the amounts sold to customers. If more is produced than is sold inventories will rise. If... More »
    Comment by William Trent1
    Jun 4 17:35 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Trent: Big error here. The production effect and the impact on gross margin applies only to companies that own their fab. Fabless... More »
    Comment by Andrew Schmitt
    Jun 4 17:19 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Why would MEMC Electronics (WFR) be underproducing unless it was (a) trying to work off excess inventory, or (b) facing production problems?
    Comment by Frank Li
    Jun 4 16:37 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    V. helpful article -- thanks. Two questions. You wrote: "For semiconductor manufacturers, production is represented by the... More »
    Comment by Ralph F
    Jun 4 16:33 pm |
    Rating: 0 0
  • The Continuing AMCC Disaster Movie [View article]
    Doesn't quake already have a SFP+ module? http://www.eetindia.com/ARTP_8800428231_1800006.HTM
    Comment by James Irvine
    Aug 10 13:36 pm |
    Rating: 0 0
  • Chart: Digital Logic Semiconductor Manufacturers - Gross Profit Margins [View article]
    Thank you for your suggestion. CTLM & MSPD will be included in charts beginning today, May 8, 2006l.
    Comment by Rob Zenilman, SeekingAlpha.com
    May 8 06:56 am |
    Rating: 0 0