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

To: Charles R who wrote (119344)	7/5/2000 5:35:59 PM
From: Yougang Xiao	Read Replies (1) \| Respond to of 1578643

Chuck: Would like to read your comments on the following: biz.yahoo.com "This settlement does not affect the litigation pending in U.S. District Court in San Francisco currently related to chipsets that do not support Intel processors."

To: Charles R who wrote (119344)	7/5/2000 6:10:18 PM
From: tejek	Respond to of 1578643

Joseph seems to have garnered quite a reputation in one day but the guy simply blew it. (I still like his fundamental, non-trend calling research). Chuck, It does sound like he was trying to get a reputation but I am afraid it may make him infamous. After reading his analysis, its substance to me does not support his conclusions. We all are anticipating a slowdown at some point but when is the question...I think his call for next year is a little premature and now he is starting to look pretty stupid. I think the other analysts will reiterate tomorrow and there will be a relief rally but I think this whole thing has to be watched real closely. I don't trust the other institutions holding the stock. And SSB has brought to the surface about what many are worrying. It would be just like them to dump on any upturn. ted

To: Charles R who wrote (119344)	7/5/2000 6:29:07 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1578643

RE:"So, I think the order of collapse in case of industry down turn should begin with DRAM-intensive companies (MU), next should be SRAM-intensive companies (CY, IDTI, ALSC, etc), next in the list should be flash-intensive companies companies (SNDK, SSTI, ATML) and then come the least competitive/commodity areas like microprocessors (INTC, AMD). Joseph seems to have garnered quite a reputation in one day but the guy simply blew it. (I still like his fundamental, non-trend calling research)." Let's read between the lines here... Salomon Smith Blarney has already... Sold the chip stocks but is so loaded up on MU they have decided to gut that one out. They are probably just about ready to buy them back "on a valuation basis"... Jim