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

To: tejek who wrote (110147)	5/10/2000 2:55:00 PM
From: Mani1	Read Replies (5) \| Respond to of 1576601

Ted re <<Maybe we should hope for blowout numbers for AMAT so that we don't go down further....who knows where we would be at if CSCO hadn't done as well as it did.>> I am sure you know my view that as good as companies like CSCO, ORCL and EMC are, they are way over valued IMO. I think too many CSCO sellers were saving themselves for today. I didn't matter how good the numbers were. Chic and his lazy ass screwing up IBM's expected numbers growing forward did not help either. I don't think that is the case with AMAT, people have been selling it for a week. I think AMAT will report good numbers and SOX will have a substantial rally tomorrow. But then again you can argue that AMAT good numbers is not a secret to anyone. Mani