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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (46808)	5/16/2001 8:05:14 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

"Another question is...if you are AMD...how long will you wait until you respond? If you do not, you are dead meat when Intel's cost advantages come online" Bill, That really is the $64 question. Who has made the mistake here, Intel or AMD? I guess the jury is still out but it will be a unique event if AMD et al dont throw in the towel at some point and start spending and/or end user demand for new product doesnt pick up. History is with the bulls on this one given Fed aggressiveness. AG practically told us there would be another 1/2 point in June. What I worry about is the bears "pushing string" argument a la Japan. In my opinion, we might experience or are now experiencing some of that phenomena as inventory adjustment takes place but I believe in my gut that the US situation will not deteriorate to that level. Perhaps the recovery will be delayed and/or be not as robust but I continue to believe we will get out of this hole we are now in and move to robust growth. mike