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Politics : Formerly About Advanced Micro Devices
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To: Rob S. who wrote (121494)8/2/2000 1:34:25 PM
From: tejek  Read Replies (2) of 1575621
 
Investor mass psychology often runs from one extreme to the other: from Pollyanna optimism to dire discounting of solid current results. Unfortunately, when our herd instinct kicks in many investors buy after stocks have run up and sell when they are cheap. As always, the basic things to ask are "are the basic reasons I was attracted to the stock still in place or reinforced by recent events and information?" and "What is the trend in outlook for the stock?". Will sales get better or worse than current expectations? What is the seasonal pattern for this sector? I'll leave it to others to draw their own conclusions.

Rob,

You said what I was trying to say yesterday just that much better. I hope everyone on the thread reads what you have to say.

I agree that investor sentiment re the semis and most tech stocks are weak right now. I also think that institutions may have slowed their selling but unfortunately they are not buying either. However I was encouraged by the reaction to positive comments on XLNX..both XLNX and ALTR have popped up nicely. Hopefully, these pops will hold and that it's one of the first signs that the semi's may be putting in a bottom. If so, it will take a while but I think we will know before October.

But these downturns are hard. Yesterday, I almost sold my AMD twice but then I realized, I am not threatened by margin calls and I believe AMD has more to run. In other words, the Fat Lady may have warmed up a little but I don't think she is anywhere near ready to sing.

JMHO.

ted
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