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

To: Elmer who wrote (126265)	10/17/2000 11:45:40 AM
From: Daniel Schuh	Respond to of 1580041

Your dual processor celery? You're operating out of spec, Elmer. Going to switch to a dual P4 soon, also operating out of spec?

To: Elmer who wrote (126265)	10/17/2000 11:49:19 AM
From: Rob S.	Respond to of 1580041

Lazlo Brezinni (sp?) was interviewed on CNBC: He said that semis have experienced the steepest sell-off in 17 years. That this is a good time to buy if you can stomach more possible upset for the next 2-3 months. Said that analysts who were recommending these stocks while they were much high are now downgrading them after they have crashed and calls this a good (contrary) indicator. But he also said that there is panic selling in semis and other techs and that cash flows for the NASDAQ are negative, (no joke). This is a tough market to be a fortune teller. Crystal balls have lost some of their power in a market that is so nervous that almost anything can send a stock down. For short-term traders, this sector is still better to short than buy. But all that shorting can lead to upside surprises. Maybe the best thing to do is to go to cash and wait this sector out. Defensive sectors, such as oil and oil service sectors look good. Utilities are strong as defensive plays and also because of growth due to deregulation. Chicken little was right.

To: Elmer who wrote (126265)	10/17/2000 11:49:31 AM
From: Tony Viola	Read Replies (2) \| Respond to of 1580041

Elmer, >I closed out all my AMD positions a few days ago when it became clear that AMD is still a long ways off from having SMP working. Here's another product AMD has trouble getting to market lately: notebooks. Carly Fiorina sez: Laptop sales at HP are "going like wildfire," as U.S. businesses move away from desktop machines, she said. computerworld.com I guess that only desktop GHz counts. Speaking of notebooks, a quick count of Intel based HP notebooks represented on the HP page below was about 59 out of 60. Wonder why they bother with the one AMD. hp.com Tony