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

To: tejek who wrote (130344)	1/3/2001 4:12:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 1572571

Inventory adjustments are mostly out of the way, except perhaps for commodity stuff like x86 processors. AMD looks OK but not as good to me as some other semis. With inventory lean and economic stimulus, the electronics industry will rebound surprisingly quickly. Buy the momentum or dips if you can't play the momentum. The NASDAQ will gap up strong at the open. The rate adjustment will have the big bears (like market specialists and hedge funds) dropping bear turds on their own heads imo.

To: tejek who wrote (130344)	1/3/2001 4:34:54 PM
From: 5dave22	Read Replies (2) \| Respond to of 1572571

Ted, we all did well on this bounce, but I'm glad I didn't take your advice on Techs! Actually, today I bought some CPQ (only a few hundred shares). I used the rally to sell out of a LOT of my positions. I'm still holding AMD, SNDK & GSTRF (a little bit of GX also). This article makes me a bit nervous. I'm going to shift my portfolio to Dow/NYSE companies after the home purchase goes thru, and probably shift back to tech around May/June. dailynews.yahoo.com Regards, Dave