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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (34089)	7/8/1998 6:12:00 PM
From: david alexander	Read Replies (1) \| Respond to of 1570940

I keep telling myself that the best time to buy is when everyone hates a sector and when everything seems to be going wrong. I really do think that the SOX are oversold on a "potential basis" but my lack of success with AMD and NSM has sure been Painful. Jerry has to do more to prove he can manage this business or give it to someone that can better manage it.

To: FJB who wrote (34089)	7/8/1998 6:23:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 1570940

My view of looking at this "over-capacity" monster - the over-capacity is with 8" 0.25um fabs which can fab just about anything you can think of. With 0.25um being tunable to 0.21um, ala Micron w/TI fabs, this should absorb any growth in demand in the near future. Anybody can design now, so there's not really too many niches to run to. If over-capacity is at 0.25um now with PC growth slowing, does it mean that we might not see any upturn till 0.18 um 12"? And 0.18 um 12" won't be here till end of '99/2000. Long ways off. But it will shortage because nobody in their right minds i.e. whoever built a 0.25um fab and lost their shirts, will be building a 0.18um 12". Comments? patrick