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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.06-1.1%Jan 5 3:59 PM EST
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To: Road Walker who wrote (49794)8/3/2001 3:20:13 PM
From: kapkan4uRead Replies (2) of 275872
 
<The business has been cyclical in the past. Maybe it hit the wall, no more upgrade cycles. If that's the case, we sure are wasting a bunch of time on these notes.>

The big question is what is the rate of growth going forward for the next 5 years. My thesis is that we are in a global contraction and monetary deflation, which if true would make the next 5 years miserable for everybody, but bears.

Kap
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