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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (22846)	8/3/2001 9:14:49 PM
From: Paul A	Respond to of 30051

Thanks for that Fred.. I have trouble keeping up with all the gibberish on MU.. Its amazing how every negative associated with MU gets a positive spin mixed in.. Just wait till next week and the street gets to have a look at whats happening over in cisco land.. Cisco is probably the only tech monster that tells it like it is, and I respect them for it.. Wait, no- add AMD to that list.. I keep saying I will never touch a semi stock, but I keep forgetting about my two favorites that I want to add but am not willing to pay the current price tag.. AMD and ATYT.. both of these for long term (6 month) holds should be incredible.. ATYT especially.. I wish I could elaborate, but unfortunately my company is very heavy in bed with one of their competitors so it would probably be wise to just say I have faith in the graphics card business as being a safe haven.. Tons of demand, availability and HUGE margins.. the only problem is ATYT is one step behind NVDA at all times, and that one step is enough to keep them under..