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Politics : Formerly About Advanced Micro Devices
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To: Scumbria who wrote (112546)5/24/2000 9:17:00 PM
From: nixtox   of 1581634
 
Scumbria,

I share your concern but there is the other side of it.
The US is not the world. Worldwide, 57,000 new subscribers go on the internet everyday, most of them using PCs. There is a slice there for AMD processors. Most of AMD's business is export. Now and in the future.

I don't even think a recession is coming in the US. Not in semi anyway >20% forecast each year for the next three years and I agree with you:20% (or even 30%) a year for the semi should apply to the semi stocks as well. Unfortunately those semi stocks are traded with the B2B, B2C, e-vapor and the like.

The NASDAQ was getting dangerously high. The higher they go the harder they fall. I can't imagine what kind of a crash would have happened if the "laissez-faire" prevailed, but I would bet that would have been painful. I'm not happy about what my semi stocks are doing right now but it's in a "selfish" kind of a way. If I make abstraction of that, then what's going on now is probably preventing something much worse. Could the fed have done it a better way? I pretty much think so, but I'm not an expert.

I think there is a possibility that everything could quiet down relatively soon, after all those people will get a little too unpopular for their taste and pressure will rise against the interest hikes. Beside even if the NASDAQ is still overvalued it is in a more manageable way and I don't think the feds want to see it at 1,000 to be happy. They may be done already. Or am I a bit too optimistic?

Just my 2c. Don't ask for a link ;-)

Nick
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