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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (69277)	8/19/1999 7:39:00 PM
From: Yougang Xiao	Read Replies (1) of 1573221

<<Do you (or anyone on the thread) see anything that could impact the stock price favorably in before Q3 earning? Here is my list: - Dell or Gateway or HP announcement (IMHO, worth probably 5, 2, 1 points respectively) - Analyst upgrades (without additional OEM announcements this one is tough to call) - Athlon Ultra introduction (October?) - Earnings pre-release (mid-to-late september, if at all)>> Chuck, here are mine: - Appointments of President, COO and CTO. These duties are mostly like splited between at least two individuals. If AMD can get an outsider possessing stature such as EP for president and COO, the news would be worth a couple of points. But, realistically, given Jerry?s own interest, I expect the new appointments home grown - I see Rob Herb as Pres and COO, how about Dirk Meyer as CTO? The home grown management may pass the street as a non-event though. - IBM or MSFT equity investment in AMD. The two biggest beneficiaries of AMD?s exisitence may chose to invest in AMD when an equity infusion is most urgently needed at this point of time ever since the intro of K6.

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