Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (110393)	5/11/2000 2:26:00 PM
From: Mani1	Read Replies (2) of 1582982

Ted re <<....makes good reading when the sh*t hits the fan!>> No it doesn't. Cramer is just trying to collect his monthly fees so he is trying to be dramatic. He is just a herd follower which means he is not very good. The selling yesterday, especially in the after market was silly. The rich get richer. (well in my case, I get to eat once again..heck I am even super-sizing tonight!) Semi business is as good as it has ever been, and it is getting better. AMD should see $200 by the first half of 2001. And the semi cycles of past 6 years have been broken, semi should already be in a downtrend but it is only getting stronger. Stocks like COHU and AMD are priced such that we are at the peak of the cycle and heading down. Wrong! BTW, AMAT CC was phenomenal, that last sign I needed to buy at the open. I also like the SSB report (thank you Yougang and Albert) CPU supplies to be tight for the remainder of the year (do you hear that Cirruslvr :)) AMD unit volume, ASP and profit is going to fly. Mani

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