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

To: tejek who wrote (126067)	10/14/2000 11:55:31 PM
From: hmaly	Respond to of 1583810

Ted.. Re..<<Great report...but its a semi equipment maker...everyone thinks their participation in the semi cycle is over. It sucks but that's the way it works. These stocks have a meteoritic rise and then fall just as quickly.<<<< Not everyone thinks the semi cycle is over. The SIA thinks there is two yrs to go yet. A small downturn, in a time of rising oil prices can be expected. XMAS sales should be a better barometer. Jerry said at the CC that he expected normal growth. Some analysts are saying that to justify their position rather than offer real evidence, such as a book to bill of less than 1 for instance, or evidence of a slow down reported by SIA. In a couple of months, they will say, "Oh my mistake" Besides , the whole market is down, not just semis, and the economy appears heading for a soft landing.