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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (133086)2/18/2001 8:44:33 PM
From: kash johal  Read Replies (2) of 1570751
 
Ted,

First of all i think the bad news isnt yet in the market yet.

In almost every area there is significant OVERCAPACITY - from semi's to telecom to auto's.

This likely means lower prices, low demand and low margins and hence lower stock prices.

A naz getting down to 2000 is likely.

And if the fabled 2H recovery doesnt happen then even 1000 on the NAZ is possible.

So why even bother with no names.

Just wait and you can likely pick up the real JDSU and YHOO in the sub $10 range.

Even better is wait for a the NAZ to bottom and just buy QQQ's and make an overall bet on hi-tech.

regards,

Kash
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