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

To: TGPTNDR who wrote (86157)	7/31/2002 6:28:02 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

tgp, Re: "The unknown, largely, is when the FED will get off it's fat a and put the next rate cut out there." I really don't think that would help. wbmw

To: TGPTNDR who wrote (86157)	7/31/2002 6:36:02 PM
From: tejek	Read Replies (2) \| Respond to of 275872

Ted, Re: <after today's economic numbers, there's a lot of talk re a double dip recession.> That should have come as no surprise to anyone paying attention, IMO. I guess what I really was asking......do you think we are in the dip right now? The Q3 outlook is grim but still some growth is expected during the quarter. I expect it will get worse than that before it gets better. Is that your expectation? Re: <Any thoughts whether the double dip is priced into AMD's and INTC's stock?> All that is known, and all that can be known at this time is priced into the stocks. The unknown, largely, is when the FED will get off it's fat a and put the next rate cut out there. I'm not sure another rate cut will do much. For an example, I don't see how it will stimulate PC or car sales.......they're at zero % financing already. Because of an unusual confluence of events, I think the problem has become almost structural and will take some unusual measures to get things straightened out and back on track. ted