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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (29540)5/6/2005 8:58:28 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
I agree. Fleck has blinders on. He was long this POS at 22 or perhaps even higher.

Mish



To: patron_anejo_por_favor who wrote (29540)5/7/2005 12:49:09 PM
From: ild  Respond to of 116555
 
<<<AMD will be facing will be a shrinking market overall>>>

Why shrinking? Market is expanding as PC prices at $200 and people in Chindia, Brasil, Russia etc making more and more in clownbucks. If you look both Intel and AMD are running at capacity. The caveat is that people in Chindia are buying Celerons and Semprons on which Intel/AMD are barely making $$. I regard tech companies as better stocks than US financials. I have no position in tech.


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