Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (119344)	7/5/2000 6:29:07 PM
From: Jim McMannis	Read Replies (1) of 1578701

RE:"So, I think the order of collapse in case of industry down turn should begin with DRAM-intensive companies (MU), next should be SRAM-intensive companies (CY, IDTI, ALSC, etc), next in the list should be flash-intensive companies companies (SNDK, SSTI, ATML) and then come the least competitive/commodity areas like microprocessors (INTC, AMD). Joseph seems to have garnered quite a reputation in one day but the guy simply blew it. (I still like his fundamental, non-trend calling research)." Let's read between the lines here... Salomon Smith Blarney has already... Sold the chip stocks but is so loaded up on MU they have decided to gut that one out. They are probably just about ready to buy them back "on a valuation basis"... Jim

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