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


To: kapkan4u who wrote (48623)7/22/2001 3:08:25 PM
From: Paul EngelRespond to of 275872
 
Re: "Since you are OUT, you must think AMD is NOT a good buy at this point.>
I am out because I am bearish on global economy. "

Clearly, you don't think AMD will do well - in a down global economy.

Can't say that I disagree with you.

By the way - AMD's ASPs slipped another $3 to $5 last week - over on Pricewatchitdrop.com !



To: kapkan4u who wrote (48623)7/22/2001 6:24:08 PM
From: Jim McMannisRespond to of 275872
 
Kap,
RE:"I am out because I am bearish on global economy.
<How low do you think it will tank to?>
Again, it will depend on the global house of cards. AMD is much stronger than two years ago, but the global economy is much weaker and deteriorating. When investors start running for the exits regardless of costs, company fundamentals don't matter any longer. I imagine it can go to around $6 then."

At least you attempt to see the big picture while others like Paul have tunnel vision. As long as Paul can bash Cherry... he's happy...