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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (133192)2/20/2001 5:01:46 PM
From: kash johal  Read Replies (1) of 1570966
 
Ted,

re: "calling the bottom"

I have no idea when the bottom will come.

I do know all the foundry's are stuck with way way over-capacity.

As indeed are AMD and Intel.

I would be very wary of hi-techs.

In general i think the overall retail market will be OK.

But when folks were overbuilding by 25% per year and demand is only 5% up you have a recipe for disaster.

And semi's always do this either way undercapacity or way undercapacity.

This overcapacity situation will likely last 1-2 yrs.

So the semis are dead money for a while.

If you must invest look at reits and financials and retailers like WMT,HD IMHO.

regards,

Kash
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