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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (138871)	8/18/2001 3:39:55 PM
From: tejek	Respond to of 1583791

PC makers face back-to-school disappointment upside.com Tim, what I can't reconcile with this PC news is that consumer sales are not dropping overall. If they are not buying PCs, what the hell are they/we buying? I understand server sales down, they relate to IT/corporate sales but why are PC sales suffering so badly? Are we that overstocked with PCs? Having said all that, you've got to love the prices on memory et al. ted

To: TimF who wrote (138871)	8/19/2001 9:16:38 PM
From: tejek	Respond to of 1583791

Tim, to follow up with MTSN....the stock broke its April low on Friday.....so I went over to the MTSN thread to see what's going on. Most of the posters there who are fairly knowledgeable are out of the stock. It would appear MTSN is losing market share at a time when its balance sheet is heavily indebted. Furthermore, [and I think this definitely a tell], Brad Matson sold $180k worth of stock in June. Not a good sign...I am still sticking with ACLS but forgetting about MTSN for now at least. ted