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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (88956)1/24/2000 12:10:00 AM
From: Petz  Read Replies (3) of 1584420
 
ted, re:<The street/analysts don't appreciate a lack of guidance...>

You're right and AMD has always been that way -- they don't tell the analysts much. There really is no excuse for them anyway, because it was obvious this quarter that AMD's market share was rising.

Yet I do agree with you, the analysts "punished" Jerry for not telling them what was going on earnings-wise. IMO, it matters little, since "value will have out." It may take the Q1 earnings to push through the old highs, because then they will realize this is not a repeat of Q4/98 - Q1/99.

(Ugh over 200 posts to wade thru!)
Petz
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