Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: kash johal who wrote (30915)	3/8/2001 10:51:16 PM
From: Mani1	Read Replies (1) of 275872

Kash re <<I think NSM is a poor proxy for AMD / Intel as so much of their product is high margin analog.>> Perhaps, but I was more talking about the general inventory correction of the high tech. Even Intel in the CC hinted that inventories have been reduced. I just added more comment about improving orders from BRCD to that post. Re << I have always thought Q2/Q3 would be bottom>> If you are talking about the economy, then you are more optimistic than I am. If you are talking about the equities market, specialy in the high tech, then I would agree. Also did you not say that there are months of inventory and 50% production over capacity? If so, how can it bottom in only a few months? There is one thing that I know for sure, and that is I know nothing for sure. In 98 as a rookie investor, I lost my shirt. Since then I promised to never get too cocky, follow your logic and not to margin unless it is a short trading position. I am so very glad that I have kept my promise. Mani

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