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Haddock

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Haddock

Re: j3pflynn post# 5073

Friday, 05/23/2003 6:07:04 AM

Friday, May 23, 2003 6:07:04 AM

Post# of 97826
I think SARS could have an impact. See for example http://www.theinquirer.net/?article=9570 and lots of similar articles that appeared at the same time. It's one of the reasons I am not holding AMD stock right now.

As for Flu being worse, I think the fact that SARS has such a high death rate (around 15-20% by the latest reconing) including some relatively young, healthy people means that people are much more afraid of it, so the disruptive effect can be large.

I think we are going to continue to see localised outbreaks in various places in Asia with disruptions both in the supply and demand side of the PC business.
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