Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (133711)	2/27/2001 11:59:26 PM
From: Petz	Read Replies (1) of 1571040

ted, <If Altera is truly representative of everyone, we are screwed> As far as AMD goes, it doesn't matter much. There isn't 8 months of inventory in the CPU market. For AMD, the glut of everything else should alleviate infrastructure problems and make motherboards cheaper. As far as Comm chip companies, programmable logic and memory companies, they were ripe for a fall. I've made more money shorting the likes of CSCO, TMTA, AMCC, NTAP and even INTC than being long AMD. The carnage in high tech today was incredible. Check out the components of the Naz 100 index ^NDX: quote.yahoo.com@^ndx 4 stocks up, 1 even, 95 down. Sanders looks like a genius for signing long term contracts for Flash. As kapkan4u said on the mod thread: "When everybody was screaming that flash capacity will not catch up with demand until 2003, Jerry was signing contracts as fast as his lawyers could draft them." Petz

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