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

To: minnow68 who wrote (118279)	6/29/2000 11:22:00 AM
From: tejek	Respond to of 1574238

You wrote "I don't get the sudden weakness in the stock." I believe we have been showing weakness for several reasons. Mike Normally I would agree with your analysis but in the past week I have had to sell VSH and KEM on weakness. Both stocks had mgmt reiterate that sales were great and this would be a blowout quarter....and yet the stocks continued down. BTW these stocks are not considered semi's but in related fields. When a stock's decline continues unabated, I have to assume that an institution(s) are bailing. And if they bail, the stock is in serious trouble. I am unclear whether that is happening to AMD or not. I knew that the flash concerns were overdone but today SNDK is up slightly and SSTI is up 3 pts. I would have thought AMD would reflect some of that improvement. Also coloring my view is the condition of the overall markets. While I didn't expect a huge rally after the feds meeting, I did not expect this response.....almost a lethargy. Remember the markets are supposed to see several months down the road....however that vision is not always 20/20. By way of disclosure, these are my worries/fears and in no way are they meant to reflect the views of this thread. <g> ted