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

To: Scumbria who wrote (111840)	5/22/2000 12:38:00 PM
From: chic_hearne	Read Replies (2) \| Respond to of 1579853

Re: This is what concerns me. All the semiconductor companies are forecasting record sales, and the Fed has created an atmosphere where investors are fleeing from those companies. The marketplace has been perverted. Scumbria, I think this is all due to valuations and little to do with the fed. If it wasn't the fed, there would be a different excuse. People are looking for a reason to sell, whatever it may be. I think it could get a lot worse. Stocks like CSCO, ORCL, SUNW, etc are all still terribly overvalued. Any form of traditional valuation would have all of these stocks below $30 a share, but look at where they are now, even after being down significantly. I think it's going to be tough for AMD to perform well unless the big cap Naz stocks can make a turn around sometime this year. I think both of us are lucky we moved a big portion of our cash into Jan 100's a while ago. Hopefully, the markets can turn around by then. I'm done looking at the market for today, it's too painfull. chic

To: Scumbria who wrote (111840)	5/22/2000 1:48:00 PM
From: xun	Read Replies (2) \| Respond to of 1579853

Scumbria, RE<The marketplace has been perverted> Agree to your feel of the market. But I still believe the market will move higher in the rest of the year. If there is ever a return of confidence in the whole market, tech/semi in general and AMD in particular will benefit the most. It better be. My farm is on it:~) panic

To: Scumbria who wrote (111840)	5/22/2000 3:04:00 PM
From: tejek	Respond to of 1579853

All the semiconductor companies are forecasting record sales, and the Fed has created an atmosphere where investors are fleeing from those companies. Scumbria, It may not be the feds doing....many investors may simply not know the difference between a good company like those that in the semi industry and the flakey ones like the XYBRs that topped out at 30 on no profits, very little revenue and a CEO who knows how to use the media to his advantage. The stock rose from 3 to 30 on press releases that had no substance but sounded very good on a quick read. And so, many got sucked in, only to be burned. And now the lemmings are scared and running from anything that smells of tech. Its the feds fault that we are not discerning? ted BTW its been my experience that the XYBRs fall eventually with or without the feds help.