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

To: kash johal who wrote (133714)	2/28/2001 12:03:51 AM
From: tejek	Respond to of 1570954

AMD is very vulnerable on flash. I suspect flash will be in serious oversupply in Q2. Considering flash is 40% of AMD's profits - things could get a whole lot uglier. Kash, Yep....flash prices are coming down fast....and the next generation wireless is not getting off the ground. I think we are getting back to where the markets were 3 years ago when I first started buying stocks. Hopefully, the feds interest rate cuts will get $$$ circulating and capex on the part of key companies like telecom will start to move up and maybe absorb some of this inventory. Although things are getting grimmer, I am still buying oils and retail...I have made some nice $$$ in those stocks. Nonetheless will increase my cash position in the next month or so until its clearer how bad things may get. ted