SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kash johal who wrote (112962)5/26/2000 1:19:00 PM
From: Dan3  Read Replies (2) of 1572154
 
Re: I dumped everything at 74 1/2. I am very uncomfortable about next week.

Hi Kash,

I had lightened up by about a third, but just started getting back in. Durable goods pretty much collapsed, the savings rate is up, anecdotal talk of the housing market cooling off is starting to show up. We are probably at or near the end of this tightening cycle. Remember that it generally takes 6 months - minimum - for interest rate changes to be reflected in economic activity. Greenspan should be able to hold back the hawks at the next meeting.

We've had reassurances that AMD continues on track (and that Intel is still committed to RAMBUS for Willamette).

Any position has some risks associated with it, but I'd rather be in than out at this point.

(I've got some limit orders that haven't been filled yet, so please ignore the optimism in this message and keep selling - thank you for your cooperation)

:-)

Regards,

Dan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News