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

To: Charles R who wrote (110010)5/9/2000 11:25:00 PM
From: tejek  Read Replies (2) | Respond to of 1577024
 
These guys blew it but I am surprised that this is being seen as a sector problem. Xicor is a great story blown up by management's inability to setup and meet executions. With decent execution XICO is probably as good a value as AMD

Charles

XICO's blowup not only hurt the semi's but the telecom sector as well. There was an implication in their CC that slowing sales of wireless phones and the like reduced their orders for Q2. There was speculation that flash shortages were behind the slowing sales.

As if we didn't have enough to worry about, the wall of worry just got bigger.

ted



To: Charles R who wrote (110010)5/10/2000 12:32:00 AM
From: Petz  Read Replies (2) | Respond to of 1577024
 
Chuck, re:<People panicking out of their May options probably contributed.>

I've begun using the SI real time quote window, when its working (sigh) for one reason:

It lists trade size, number of trades and average trade size.

I noticed at one point around 3PM NY time that the avg trade size was 8 hundred something, which is about half of what it was during the last advance. I noticed the same thing with TRMB (Trimble) while it was diving today -- the average trade size got down to four hundred something. Then it started rallying and the average trade size went up.

I also noticed at one point today there was a bid ask spread of 0.5 points with these little orders going through.

It appears the market makers were just dropping their bids and picking up shares from the little guys who were panicking on the way down.

Petz



To: Charles R who wrote (110010)5/10/2000 12:48:00 AM
From: Yougang Xiao  Read Replies (2) | Respond to of 1577024
 
Chuck: <<Considered posting more often?>> Thanks for your encouragement and inducement:-)

Currently I am closely monitoring Taiwan situation as I think that China's possible military attack on Taiwan is the biggest red flag for global IT industry and for AMD in particular (not to mention all the geopolitical implications) that is second only to the general market meltdown.

I'll report back to the thread if anything significant comes in my way.


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