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

To: Road Walker who wrote (123558)	9/7/2000 10:41:55 AM
From: Jim McMannis	Respond to of 1572018

RE:"Intel was priced for huge growth, so was Micron, AMD is probably less vulnerable on a longer term (this year) basis. If the huge growth isn't there, well... I don't know if the market is softening or not, what do you think?" OK, I think Q4 will be stellar for AMD and to a lesser extent, Intel. Micron? Sheeeze, I can't believe they ever ran up a commodity stock like that in the first place. So when it got downgraded I could only roll my eyes. It's maddening to see it effect the tech market. The markets will remain somewhat soft until the last rate hike is determined to be in and will be vulnerable to sudden reports of "slowing and recession"... Jim

To: Road Walker who wrote (123558)	9/9/2000 2:09:56 PM
From: tejek	Respond to of 1572018

John I think the market is worried about guidance for Q4. I think its more than that...I think the market is worried about next year. We do not know yet whether the economy is in for a soft or hard landing. And the data coming in, if anything, confuses matters further. I don't know if the market is softening or not, what do you think? I think the market is ambivalent wrt tech. My aerospace stocks keep going up without hardly a pause. However they have been trashed badly the past 3 years. ted