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Politics : Formerly About Advanced Micro Devices
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To: survivin who wrote (107309)4/21/2000 11:16:00 PM
From: Charles R  Read Replies (4) of 1572777
 
survivin,

<Loaded with good quotes, ...>

< ebns.com >

Nice catch! Absolutely fantastic article. I see many favorite lines, but, since I see a phenomenal amount of bull currents on this thread, I will turn around and play devil's advocate.

Come Monday MSFT guidance may kill the market. If CSCO disappoints on May 9th, there is a realistic chance that the bull market will end and with it the fantasy days of sky-high PEs. That could feed on itself and kill the semiconductor uptick and depress earnings and PEs.

Now, having said this, I cannot think of any other stock that has better downside protection in this potential environment than AMD.

Cheers,
Chuck
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