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

To: kash johal who wrote (112967)	5/26/2000 2:23:00 PM
From: kapkan4u	Read Replies (2) \| Respond to of 1572100

<We are in an irrational period.> The pendulum has just started to move from absurd valuations to bargain basement ones. I don't expect the pendulum to go from absurd to silly and back to absurd. The cycle has to run its full course, which would mean CISCO at around $100B in market cap. Another big negative is Japan. The government bureaucrats have been wasting trillions on public works projects instead of cutting taxes. The deficit to GDP ratio is enormous and their structurally inefficient economy is stalling again. They will probably trigger Asian crisis #2, which coupled with high interest rates in US, will be very severe.

To: kash johal who wrote (112967)	5/26/2000 3:51:00 PM
From: chic_hearne	Read Replies (3) \| Respond to of 1572100

Re: We are in an irrational period. And i was worried about the close as well. I see some very good stocks just getting killed kash, I called it, here's $72 at the close. Are you getting in or holding out until Tuesday? BTW- I haven't been seeing any good stocks getting killed. I'm just seeing the overvalued stocks giving more much need ground back. What are you watching? chic

To: kash johal who wrote (112967)	5/26/2000 4:31:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572100

Kash, RE:"We are in an irrational period. And I was worried about the close as well. I see some very good stocks just getting killed. Good luck with the buy and hold" I'm wondering how many here have never seen a bear market. They shoot all the horses, even the Kentucky Derby winners. The markets never have been rational, why should you worry about irrational? <G> OTOH, buy and hold from here is looking better. The further down we go the better it looks. Owning AMDs sure looks at lot better than some other tech stocks I own. Shoot, look at Conexant. All the way from 130 to 30. I started buying SNDK at 51 and it dropped to 41...all the way from 169. I hate to see so many spoiled people here because AMD is definitely a Kentucky Derby winner... If anything, I'd be worried about increasing government intrusion. Jim

To: kash johal who wrote (112967)	5/30/2000 10:35:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 1572100

Re: We are in an irrational period. And i was worried about the close as well. I see some very good stocks just getting killed. Good luck with the buy and hold. Kash, What now?? RTQ- $78 1/4 by $78 1/2 I think we could be setting up for a HUGE run, IF the market gods cooperate. If I was a trader, I wouldn't have held AMD over the weekend. Sometimes it's good to have no balls. My year end price target has AMD going up about $1 a day, instead of trying to guess tops and bottoms, I'm going to take it all in stride. chic