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Post# of 97785
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BUGGI1000

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BUGGI1000

Re: None

Tuesday, 05/18/2004 7:11:07 AM

Tuesday, May 18, 2004 7:11:07 AM

Post# of 97785
Market Sentiment?

Looks like SSB is changing some people at the analyst section,
so Westmont is gone and Yeung appeared. BTW: I heard nothing
from him before yet ...
I will put two new files on my university account, with very
good observations. Really some interesting stuff in there - for
AMD - you will see, that the overall given picture was not
reversed for that time, but when reading between the lines, you
could see, that the sentiment is greatly improving. We will see.
Overall SSB has a very very cautious meaning, when it comes
to future SEMI development, so they act, like the next recession
is just in front of us. Make you own thoughts while reading ...

http://www-public.tu-bs.de:8080/~y0005007/amd3.pdf

http://www-public.tu-bs.de:8080/~y0005007/semi3.pdf

BUGGI

BUGGI

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