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

To: Pravin Kamdar who wrote (50359)	8/8/2001 1:15:02 PM
From: niceguy767	Respond to of 275872

Pravin: "Everyone expects $15 stocks that were $85 a year ago to rocket back to $85 once the economy turns. They are like coiled springs -- only being held back by the weight of fundamentals. Given any signs of a recovery, I expect the fundamentals to be cast aside and tech stocks sprung forward way past sustainable levels. I expect a damped oscillation in stock prices over the next two years, where we have already seen the first and highest magnitude peak and trough. Should be some great trading opportunities. I'm starting to warm up to SUNW. When capital spending returns, I doubt that people will be buying Itanics. Compaq has undermined Alpha, and HP seems to be falling behind (probably due to resource sharing with Itanic and roadmap confusion). Yes, I would love to see AMD succeed, but I think the war with Intel is just starting to get bloody. Perhaps money is better invested elsewhere -- at least until we see evidence of successful and on-time 0.13u conversion, SOI, and Hammer programs." Agreed...For some techs, the rate of earnings decline may be slowing, but the days of generally fat tech margins are looking further and further away with each CSCO type report...I still like AMD's future prospects though with the super Dresden fab and the recent strong mobile entry as it would not seem unlikely that mobiles are the computers of the future and that the mobile/desktop ratio might get to 50/50 in N/A, as apparently it already is in Japan, fairly rapidly...

To: Pravin Kamdar who wrote (50359)	8/8/2001 1:20:25 PM
From: niceguy767	Respond to of 275872

Pravin: Gonna get those tests today? SOXX = 600, Nas = 2000, and INTC = $30?

To: Pravin Kamdar who wrote (50359)	8/8/2001 2:01:05 PM
From: niceguy767	Respond to of 275872

Pravin: Looks like a $30 INTC is required for SOXX and Nas resistance to hold at 600 and 2000 respectively...