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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (13734)9/3/2002 8:05:14 AM
From: Dave Doriguzzi  Read Replies (2) of 57684
 
William,
Two things. First, there was a pretty good article in Barron's (last weekend I believe) on AMD's "Hammer" chip running both 32- and 64-bit programs, therefore cos. don't have to completely rewrite programs to 64-bit like they have to with Intel (excuse my jargon, I don't really follow the semi's too closely). An analyst made an interesting comment when he stated that tech investors are looking for "the next big thing" and it may be from an old line semi manufacturer.

Second, what do you think of FMKT at these levels? Looks pretty interesting but I haven't purchased yet.

Thanks
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