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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%Jan 6 3:59 PM EST
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To: kapkan4u who wrote (49805)8/3/2001 4:13:14 PM
From: Road WalkerRead Replies (1) of 275872
 
Kap,

re: As I said "the rate of growth for the next 5 years" will not make the current buyers of PC stocks happy. This is probably true for the rest of techs and S&P stocks.

Yea but you also said:

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.

Global contraction and monetary deflation and everybody miserable sounds a lot more dire than unhappy PC stock buyers. I'm just curious when your thesis of misery, contraction and deflation starts.

John
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