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

To: Mani1 who wrote (112192)	5/23/2000 5:26:00 PM
From: chic_hearne	Respond to of 1570242

Re: Yes! I agree 100%. The stock which you mentioned (CSCO, ORCL, SUNW, etc) continue to be so very over valued. I have said that over and over. These stock which make so much of the Nasdaq are finally showing some vulnerability. These stock can take the marker lower with them. CSCO has no business being a $350 Billion company and trading at a PE of over 140! Same goes with ORCL, SUNW, YHOO, AOL and EMC. Having said all this, Nasdaq needs to go up more that 60% to reach its previous high, amazing! AMD is trading at a PE of less than 10. COHU less than 15. Hopefully the leadership will change hand to the semi's and we got some rotation from the ultra big, ultra expensive big caps to the better stocks with solid earnings. If that happens we will be OK. Mani, Well said, very well said. chic