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


To: jjayxxxx who wrote (85423)7/19/2002 8:24:54 PM
From: PetzRead Replies (1) | Respond to of 275872
 
Its tough to keep the B2B ratio growing. I agree anything over 1.1 is good. With this much excess capacity, the new bookings become billings very quickly.

Knowing this market, someone will notice that the 3rd derivative of B2B has turned negative, and the semis will tank below 9/11 lows.

Petz



To: jjayxxxx who wrote (85423)7/19/2002 8:27:06 PM
From: tejekRead Replies (1) | Respond to of 275872
 
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, good point although your explanation sounds a little like it belongs in a porno flick! <g> And it is possible the stock selling has become overly compulsive.....I guess time will tell.

AMD, of late, is one of the few tech stocks that is showing some strength.......hope it continues.

ted