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

To: paarl99 who wrote (210577)	9/10/2006 9:56:28 AM
From: j3pflynn	Read Replies (1) \| Respond to of 275872

paarl99 - I'm no expert, but I wouldn't be surprised if the decreasing appeal of the RE market brought more activity to the stock market. BTW, re: thick hide - you wouldn't happen to be a South African rhino, would you? ;-) Seems like I remember you mentioning something about being there.

To: paarl99 who wrote (210577)	9/10/2006 10:03:53 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

The first comment I'd make is that one needs consider any potential for a "US housing crisis" against a "global" economic backdrop. Consequently, it's impact might be muted for a company like AMD.

To: paarl99 who wrote (210577)	9/10/2006 10:48:39 AM
From: neolib	Read Replies (1) \| Respond to of 275872

One thing worth keeping in mind is that the average cost of upgrading to a new PC has continued to trend downward since the last recession, thus making PC producers and their suppliers a little more recession proof IMO, as these are lower ticket items. I think the shift to laptops and LCD monitors will continue even for those in the low economic strata, and even during mild recessions. The $ are just not that much anymore to upgrade periodically. Having said that, I do think the affect of the housing boom has been much greater than many are counting on. In the rural area I live in, with generally high unemployment, but a big housing boom over the last 3-4 years as a result of wine cultivation and exposure as a great investment/retirement place to live, things have been great. A housing slowdown here will leave lots of people under considerable pressure. Unfortunately, actual data on what fraction of the local economy is construction related is hard to find.