Cloud Services Disrupting The Storage Market: Watch Out INTC

[Admin]

www.forbes.com/sites/kurtmarko/2015/12/10/storage-disruption-x86-arm/

By ARM licensing its technology almost everywhere is forcing Chipzilla (INTC) to put out 1000 fires:

www.electronicsweekly.com/news/arm-has-re-invented-itself-as-a-systems-company-2015-12/

ARM may force Chipzilla to innovate on another front, the telecom storage network:

seekingalpha.com/article/3765776-arms-new-initiative-will-benefit-intel-instead-of-challenging-it

The above seems like a prime market for AMCC, but I'm only hearing about CAVM. So much for CAVM not being a competitor. Are you listening Mr. Gopi?

Competition can happen from without, x86 and PowerPC, or from closer to home, like others producing similar ARM CPUs.

It appears AMCC is in "Rip Van Winkle mode" until earnings.

[christopher]

phobos,

I have not been able to find an email address for AMCC or any of the management team.

Would you happen to know of any of their addresses?

[Admin]

I don't know of any of the addresses of any of the management team. They seem to be back in Rip Van Winkle mode as CAVM is eating AMCC's lunch (but CAVM is not a competitor) and a million and one macro economic factors cause the share price to plunge. Gopi -- could we at least re-affirm guidance?

[christopher]

I just sent an email to AMCC's investor relations company, explaining the lack of substantive news based on AMCC. Also, why hasn't guidance been reaffirmed with all of the negative plaguing the markets.

I received an email back stating that my concerns will be passed on to the company.

This looks like the usual: the more that respond the more results will occur type of situation.

AMCC investor relations is Suzanne Schmidt     [e-mail]

[Admin]

I will send an email later on today. Thanks for your efforts Chris.

[christopher]

phobos,

thank you. I am grateful for your participation.

being down .75 @ $6.12 with 475,000 shares traded today (1/4/16)

I guess it could have been much worse!