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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: survivin who wrote (107309)4/21/2000 11:16:00 PM
From: Charles R  Read Replies (4) | Respond to of 1572705
 
survivin,

<Loaded with good quotes, ...>

< ebns.com >

Nice catch! Absolutely fantastic article. I see many favorite lines, but, since I see a phenomenal amount of bull currents on this thread, I will turn around and play devil's advocate.

Come Monday MSFT guidance may kill the market. If CSCO disappoints on May 9th, there is a realistic chance that the bull market will end and with it the fantasy days of sky-high PEs. That could feed on itself and kill the semiconductor uptick and depress earnings and PEs.

Now, having said this, I cannot think of any other stock that has better downside protection in this potential environment than AMD.

Cheers,
Chuck



To: survivin who wrote (107309)4/21/2000 11:45:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1572705
 
survivin,

The EBN article was a great read. We are going to make a lot of money.



To: survivin who wrote (107309)4/22/2000 12:39:00 PM
From: tejek  Respond to of 1572705
 
survivin,

Great article....thanks for posting it!

ted


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