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

To: kash johal who wrote (55578)	9/16/2001 10:32:12 PM
From: Tenchusatsu	Respond to of 275872

Kash, <I am planning on buying tomorrow and overall seems like a buying opportunity.> Defense contractors will definitely get a boost. I am also confident that the FAA will order a complete overhaul of air traffic computer systems, which will definitely benefit high-tech. Oh, and I also think the demand for American flags just shot through the roof ... ;-) Tenchusatsu

To: kash johal who wrote (55578)	9/17/2001 5:56:26 AM
From: Bilow	Respond to of 275872

Hi kash johal; Re: "Overall Europe and Japan have dropped around 10-15% after the bad news." This may or may not be so bad for the US stock market. US treasuries are way up, so this is clearly a case of "flight to quality". The question is whether the US is thought of as the safest country to invest in still. My guess is that the answer is yes, and that some of those funds taken out of foreign markets will show up here. A good bit of the sympathy the US has gotten over the past week is due to the firm knowledge that no country is safe. At this time, and until the US has successes, I would think that the extremists would be heartened, and more likely to continue with similar attacks. -- Carl P.S. To Jozef Halada; Amazingly, I agree with everything you said here: #reply-16363908 and that it is time to get back to AMD.

To: kash johal who wrote (55578)	9/17/2001 10:31:21 AM
From: bacchus_ii	Respond to of 275872

RE:"Overall Europe and Japan have dropped around 10-15% after the bad news. That would seem like what we can resonably expect tomorrow." Good call.... up to now... AMD is still over (exercise price)-(prime I've received).... up to now... Gottfried

To: kash johal who wrote (55578)	9/17/2001 11:49:03 AM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

RE:<Having said that i wouldnt want to own insurance or airlines.> Kash Nor would I but do you think that the recent events will only affect the insurance and airline companies? At DFW airport they have announced many new changes including that passengers should expect a two hour delay at the airport along with increased restrictions on carry on luggage meaning more people will have to go through the baggage claim process. Some of this may be temporary while the new procedures settle in and I have not read the thread much during the recent events so this may already have been discussed but I was wondering what people thought of the changes taking place at the airports. I believe strongly that the health of business in America is in a large part due to things like reasonable priced free efficient travel. Specifically in AMD's case they have locations in Sunnyvale, Austin, and Germany (and others). Now when you are travelling that far away maybe an extra few hours at the airport are relatively insignificant but if you needed to fly from Austin to DFW (about 2.5 to 3 hour drive) the situation would be much different. In that case you could drive to your destination in less time than the drive to the airport, park, go through 2 hour prep, security check, and boarding, 1 hour flight, and then deplaning, baggage claim, and drive from the airport to your final destination. Do the recent changes at the airports make short distance air travel unpractical, and if they do then what effect will that have not only on the short distance airlines like Southwest but also on the businesses that were purchasing those fares. To me the implications of not being able to drive to the airport, jump on a plane, and walk straight away from the airport with your carry on baggage is a larger detriment than people are crediting. Now I agree that maybe we need some additional security but you have to keep in mind that these hijackers used boxcutters and bomb threats to gain control of these planes. What if someone decided to use a metal ball point pen as a weapon? And no amount of additional time at the airport will stop someone from carrying a bomb threat onboard. The real problems in the recent tragedy happened not in the airports but on the planes where the pilots through general naievity (they thought that the hijackers would land and demand ransom or something like that) gave over control of the cockpit and thus allowed their planes to be transformed into flying bombs. That is an airplane protocol problem not an airport protocol problem. And all of the additional airport security measures to me somehow seem like closing the barn doors after the horses have already left the barn, let's say we make the airports perfectly secure... Who is to say that the next attack might not be plotted against a football or baseball game with a stadium full of spectators? Don't let my rant distract from my main question, this post was meant to be a relatively on topic request for opinions on how increased restrictions in air travel will affect companies (such as AMD) that rely on travel to shuttle employees and executives between multiple locations and how the effects on those companies might affect the general economy and thus all companies. Epinephrine