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

To: steve harris who wrote (121705)	8/3/2000 2:15:09 PM
From: tejek	Respond to of 1575886

The MotleyFool is reporting MOT says the story out is wrong. biz.yahoo.com; steve, Really good article and very appropriate to what's going on...this whole thing has gotten too stupid. KLIC which also helped with the downtrend this AM is actually turning up slowly. Its also interesting that KLIC's CEO asked the markets not to overreact to his news....how naive he is. Thanks for the link...I plan to send it to some friends who are freaked. ted

To: steve harris who wrote (121705)	8/3/2000 2:22:59 PM
From: Rob S.	Respond to of 1575886

That comes as no surprise to me. The downturn in NOK, MOT and semis who supply into the cellular and PDA markets will be dwarfed next year as the market migrates into Bluetooth and next generation cellular systems. Of course they want to scale back on lines that will soon be made obsolete by the new stuff - why the heck would theses manufacturers want to fill the pipelines with stuff that will be made obsolete. While the product evolution is causing some short term upset in the supply chain it has caused a disproportionate dislocation in the stock market. To me that spells a great opportunity. Happy pickings!