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

To: muzosi who wrote (40921)	5/22/2001 11:22:56 PM
From: kapkan4u	Read Replies (1) \| Respond to of 275872

<i don't know how to reconcile these two events.> The chip sales is a lagging indicator while equipment b2b is a leading one. Kap

To: muzosi who wrote (40921)	5/22/2001 11:44:05 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

musozi: Chip sector is currently being "shaken out"...The performers are being rewarded and the non-performers penalized (check out recent stock price trends)...BtoB ratio always declines when previously "big" performers no longer perform with same degree of performance edge exercised in the past..when in fact performance edge of previously "big" performers no longer exists, BtoB negativity becomes exagerrated as deferred purchases await fulfillment of ongonig stream of promises from previously "big" performers...look for an uptick in BtoB over the succeeding months as the transition from previously "big" performers to current outperformers accelerates as pent up demand from broken promises from "big" performers overflows to outperformer products ...Good times await AMD shareholders in this environment!!!