Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: jjayxxxx who wrote (85423)	7/19/2002 8:24:54 PM
From: Petz	Read Replies (1) of 275872

Its tough to keep the B2B ratio growing. I agree anything over 1.1 is good. With this much excess capacity, the new bookings become billings very quickly. Knowing this market, someone will notice that the 3rd derivative of B2B has turned negative, and the semis will tank below 9/11 lows. Petz

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