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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (130344)1/3/2001 4:12:00 PM
From: Rob S.  Read Replies (1) of 1572605
 
Inventory adjustments are mostly out of the way, except perhaps for commodity stuff like x86 processors. AMD looks OK but not as good to me as some other semis. With inventory lean and economic stimulus, the electronics industry will rebound surprisingly quickly. Buy the momentum or dips if you can't play the momentum. The NASDAQ will gap up strong at the open. The rate adjustment will have the big bears (like market specialists and hedge funds) dropping bear turds on their own heads imo.
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