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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (163)	10/6/2000 4:00:30 PM
From: gpowell	Read Replies (1) \| Respond to of 24758

Yes, I friend of mine is a big supporter of AMD. But I can't find any compelling reason to purchase and hold stock in a cpu manufacturer; especially one that survived only because otherwise intc would have been declared a monopoly.

To: TimF who wrote (163)	10/6/2000 4:36:36 PM
From: ahhaha	Read Replies (1) \| Respond to of 24758

The down trend is near 80, so buying here could be a good trade. That's not my style. I buy after a company establishes a base and then breaks up out of the base. AMAT doesn't qualify under that criterion. The point I was trying to make is that these large companies have had their runs. They should only be mediocre performers for years. I have fundamental reasons for being neutral about semis. I'd rather look elsewhere for opportunities once the weather permits. INTC suffered a tremendous break and that won't be recovered anytime soon. It augurs poorly for the industry because the break was definitely fundamentally based. The other companies are in similar straits for different reasons. MSFT is probably the best of them although the chart isn't looking very constructive to say the least. DELL looks so bad that you know they must be providing the best PCs available and I can testify to that directly. A company's stock often hits the skid when they are providing a terrific product.