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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (133096)2/20/2001 12:56:06 PM
From: tejek  Read Replies (1) of 1570917
 
First of all i think the bad news isnt yet in the market yet.

In almost every area there is significant OVERCAPACITY - from semi's to telecom to auto's.

Kash,

Good to hear from you.

I can't argue with you that not all the bad news is priced into the market. You may or may not be right....I don't think anyone knows for sure. It sounds like you are one of those that believes we are in a recession already. Are you?
Personally, I think the economic data is still too uneven to support the argument that we are in one.

In addition what do you think of E.Ross from Thomas Weisel Partners calling a bottom in some of the semis and semi equipment stocks this past week? Did you read the interview with him that I posted? His call is getting the same reaction that J. Josephthal of SSB got last summer when he called the semi top. Ross is making his call based on info he got while on a trip to Asia this past month.

Let me know what you think.

ted
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