AMCC to Present at Drexel Hamilton Telecom Media & Tech Conf

[christopher]

Drexel Hamilton Telecommunications, media & Technology Conference:

Thursday September 8, 2016   3:30 PM ET   New York City, New York


finance.yahoo.com/news/appliedmicro-present-drexel-hamilton-telecommunications-200500049.html

[Admin]

Gopi will have new stuff to talk about, which is great news! You'll notice it is not the usual "softness in China" discussion, like with a former other company.

[christopher]

Listened to the replay of Drexel Hamilton Conference.

AGAIN, Marty was all by himself!

Where the hell is CEO Gopi??!!??

is he working on a complex situation where AMCC is concerned? I doubt it!

The call was at most about the ramp up of X-Gene 1 & 2 during 2017

and the ramp up of X-gene 3 going into 2018.

[christopher]

Marty also stated that revenue would be moving up in "middle of next year"

so, I will take that as we will remain revenue FLAT for Q2 2017, Q3 2017, Q4 2017, Q1 2018, Q2 2018

Five more Quarters of flat to a slight bump up in revenue!


Also, alot of talk in how PAM 4 will be adding a substantial amount to the growth in revenue.

end of Fiscal Fourth Quarter will be bringing in an added $4M which is 10% of business from ARM products.

CFO Marty seemed kind of lonely running the conference call all by himself, without one peep about the whereabouts of CEO Gopi!

Question was answered that "middle of calendar 2018 will be impact of X-gene 3"

[Admin]

I'm coming to believe that AMCC's success is two years off, and always will be. I wonder if GOPI is going on job interviews?