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

To: chic_hearne who wrote (112185)	5/23/2000 5:13:00 PM
From: Yougang Xiao	Respond to of 1570329

Chic: <<Naz- 3164 52 week low- 2339 Wow!!! The Naz sure has taken a beating, up only 825 points in the last year!!! SUNW- $72 52 week low- $27 CSCO- $51 52 week low- $26 ORCL- $63 52 week low- $11 INTC- $110 52 week low- $50>> If you want these bluest down to the point you hope, who would buy AMD? AMD's comparative valuation advantage is none then.

To: chic_hearne who wrote (112185)	5/23/2000 5:14:00 PM
From: Scumbria	Read Replies (3) \| Respond to of 1570329

Chic, You keep making statements to the effect that valuations are out of line. This is simply not true in the semiconductor industry. These companies are (were) doing great. However, if AG does succeed in bringing the economy to a halt, the prophecies of over-valuation may become self-fulfilling. And then AG will be able to say "I told you so." I have watched AG for many years, and he has been wrong on a consistent basis. He used to be convinced that unemployment below 6% was dangerous for the economy. We have been at 4.5% for several years now, and the sky has not fallen. In addition, he does not appear to understand the very simple relationship between oil prices and inflation. Scumbria