Disappointing growth at Nortel has knocked down worthy highfliers like JDS Uniphase and Applied Micro Circuits.
My holdings include the supergrowers: Sun Microsystems, Corning, JDS Uniphase and Applied Micro Circuits.
Applied Micro Circuits Corp. shares are currently trading up about 1.2% on the day.
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The roughest spot is in communications-infrastructure chipmakers, companies like Vitesse Semiconductor , Applied Micro Circuits , PMC Sierra .
These compute engines are CPUs, GPUs, APUs, DSPs and FPGAs from AMD, Applied Micro, Calxeda, Intel and Texas Instruments.
Applied Micro Circuits (nasdaq: AMCC - news - people) also took a big hit after a CSFB downgrade.
But he notes that companies like Cavium, Applied Micro Circuits, Texas Instruments, LSI and Fairchild have all talked publicly about using ARM processors in networking infrastructure.
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Applied Micro Technology uses the vertical blanking interval to allow Internet data to piggyback on a television broadcast at up to five times the speed of a standard modem and telephone line.
Back on May 31, Applied Micro Circuits Corp.
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Companies like Calxeda, Applied Micro, AMD, Cavium, Broadcom, Samsung, and Marvell Technology are all coming up with their own ARM-based offerings, with the first expected to start selling by the end of 2014.
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The walking wounded in technology include LSI, Advanced Micro Devices, 3Com, Motorola, Ascend, Applied Materials, Seagate and Newbridge.
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