Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (112203)	5/23/2000 5:56:00 PM
From: Mani1	Read Replies (4) of 1570318

Scumbria, lets stick with established, audited numbers. Not with what you hear from so on so. According the BTB just released, the growth in the semi equipment has decelerated slightly. This is fact and not open to argument, I do not publish the numbers. I am just telling you why the semi's took it on the chin today. I do think that this recent deceleration is OK, semi's could (and should IMO) to show a sustained growth for the next few years and according to this prediction they are undervalued as a whole, and AMD is even more undervalued since it is cheaper than the sector in general. Re <<I am not a person to assign blame, but I'm starting to view AG as a disaster in progress>> That does not make sense to me. Mani

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