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

To: tejek who wrote (85422)	7/19/2002 7:24:08 PM
From: jjayxxxx	Read Replies (2) \| Respond to of 275872

ted, re: <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.> Well I'm not sure I agree. Not that it looks great or anything, but small changes in the ratio are relatively meaningless. Anything over "1" is a good thing. After that, the real indicator is in the change of the bookings and billings numbers themselves IMO. And these, even after revisions, went up 5% and 4%, respectively. Now don't get me wrong, I'd like to see higher increases than 4 & 5%, but at least we're moving in the right direction. <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?> Well I'm having a tough time believing all of the 'good' economic indicators we're seeing based on what is happening in the stock market. But at the same time, I go outside and drive around and there are lots of people working and lots of people spending money in retail and ... ? I don't know. The bubble burst and now everyone is afraid to blow? JJ