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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 206.68-0.4%10:30 AM EST
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To: zdenekb_1999 who wrote (201752)6/12/2006 6:49:39 PM
From: BUGGI-WORead Replies (1) of 275872
 
@zdenekb_1999 - market data
Nearly all market-data point to strong fundamentals. It could be
always better, but we don't have to look always at the changes,
look just at the absolute data too, which look extremly
healthy when you ask me. And btw: its a pleasure to see, that
the "industry" seems to learn somewhat from the past, where
massive massive capacity came instantly online, which hadn't
done some nice things for this or that segment later. So in the
end, for this season the data look good for me, even more,
if we look at an SOX level of 435. I'm just thinking, what
is priced in yet ... but after nearly all board members here
sold, I'm the (nearly) only one who helds (wrong decision in the
last time).

BUGGI
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