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


To: Joe NYC who wrote (21082)11/29/2000 11:34:17 PM
From: milo_moraiRespond to of 275872
 
One thing for sure is Compaq Athlon/Duron Systems are EVERYWHERE! Even Sears..

Watch CPQ closely.

M.



To: Joe NYC who wrote (21082)11/30/2000 12:50:33 AM
From: FJBRead Replies (2) | Respond to of 275872
 
Joe,

The CEO of ChipPAC was on CNBC and specifically mentioned a lack of demand from customers like AMD, Lucent, etc. as accounting for their slowdown.

ChipPAC Issues Business Update
biz.yahoo.com

The recession in semiconductors and the economy in general is real. It has done some serious damage to my portfolio.

I hope you are faring better.

Bob



To: Joe NYC who wrote (21082)11/30/2000 9:17:29 AM
From: niceguy767Respond to of 275872
 
Jozef:

GTW's sequential growth rate lower than previous guidance but remains a positive growth rate...Just a little over a month ago GTW was at $50 plus...Tough price to pay when sequential growth remains positive and 4%...Sounds like an overexagerrated market response to me...