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

To: Joe NYC who wrote (108747)	5/1/2000 1:02:00 AM
From: Mani1	Read Replies (2) \| Respond to of 1572108

Jozef re <<You didn't find the fact that Microsoft was never declared and regulated as a monopoly relevant?>> You are saying that Microsft was never declared a monopoly and that is the fact? Jodge Jackson indeed declared Miscrosoft a Monopoly! It is very clear that you have not followed this case at all and I no longer want to argue this with you. Mani

To: Joe NYC who wrote (108747)	5/1/2000 10:34:00 AM
From: milo_morai	Respond to of 1572108

CNBC 5/1/00 - 10:00:14 AM .....seeing just in canada we are seeing movement in greater activity levels in the united states, offshore gulf of mexico halliburton will benefit from that dramatically. >> You seem very much like a value player with retail and energy and yet you say, cheap technology stocks, where do you sea value in technology area. >> Well the one name that stands out, in technology right now is amd , here is a company that is outrun intel at behind and low end, in microprocessor, and yet the stoem company trades at a very reasonable 25 times earnings, and that might be low, considering the surprise they had the last quarter. That is the area i focus on, companies that have accelerating earnings again bailed out by the earnings side as opposed to just running on the high p-es. Joe: What about retailer part equation what do you like there. >> Starbucks which came in, hard last week, on very good earnings report, i would like picking that up stock here because 30 dollars, you are going have a stock that is trading at less than 30 times earnings, probably going to grow at 35 times. 35% Over next 5 years. Mark: And, cheap technology, identify, pleasesh. >> Well, amd good example our minds, 20 times earnings 25 times earnings is a good example of that. And, other names as you see them come in we expect market to come back and retest lows, and you will will be able to pick up some stocks much more reasonable values, that is the focus i think you ought to have over next couple months, because the market probably hasn't finished, corrective phase. .....