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

To: jjayxxxx who wrote (85420)	7/19/2002 7:01:51 PM
From: tejek	Read Replies (1) \| Respond to of 275872

what do your tea leaves tell you w.r.t. the May BTB numbers being revised upwards? JJ, you read my mind.<g> I'm worried they won't be revised upwards. The monthly b2b numbers suggest things may be slowing down: May was only 4 pts over April while April was up 17 pts over March. And now June's is only 1 pt over a revised May number. I am believing less and less the comments that there is a disconnect between the markets and the economy. Plain and simple, I thing something is wrong......and AMD's and INTC's CCs seem to confirm that notion. What's your take on what's going on? ted