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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (3672)	8/4/2000 2:26:02 PM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Albert, >I just have heard two analysts discussing the same thing on bloomberg in addition to few more topics that we talked about in last few days. Could I get more clarification about analysts discussing the same thing on bloomberg? Was it just the longer cycle idea for semis, or my idea that cycles were more DRAM related, vs. CPUs, etc. It bugs me that they seem ready to dump the whole thing because of one SSB grandstand play and a few isolated negatives, like KLIC and flash supply/demand actually getting reasonably in balance. Overall semiconductor demand seems tremendous for 2 years, or something, which is as far as anyone can ever see anyway (maybe). BWDIK. Tony