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

To: Jim McMannis who wrote (133780)2/28/2001 9:47:03 PM
From: kash johal  Read Replies (2) | Respond to of 1570835
 
Jimmy,

re: "IMHO again...we should be within 10-15% of A bottom, he said bravely and foolishly."

I won't disagree with you on the overall tech bottom.

My overall thesis is that we have had 2 simultaneous problems.

1. Way overcapacity in semi's and telecoms.

And this will result in catastrophic results for next 6-12 months.

2. General industry and market slowdown.

This may or may not be a short term deal - depending upon macroeconomic events like fed etc.

I can see a 12000 dow and a 1500 naz by year end!!!

regards,

Kash


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