Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.57

-2.6%

3:59 PM EST

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To: Cirruslvr who wrote (4478)	8/11/2000 12:00:16 AM
From: Charles R	Read Replies (1) of 275872

<I sure don't get it either. Athlon is about to become a three pronged tool, flash is sold out, and the street is too dumb to realize it.> Dumb doesn't even begin to describe the slide from 97 to 57! From Jerry's perspective this gotto be a massive burst of his ego. One good thing I see coming out of this is that AMD may learn the value of good investor relations. <I just heard today's CC. I can see why Kash didn't think it was good. Didn't seem professional, the voices weren't clear, and I think I heard a baby cry at one point in the background, but that may have been from the person who asked a question. > Agreed! As much as I keep being impressed with AMD engineering, I have nothing good to say about AMD Marketing/PR guys at this point. Even Rob Herb, as much as I have been pleased with his public speaking skills, I am starting to wonder if he is strong enough a guy to be leading this group. Given the strategic importance of x86-64 unveiling and how poorly it was done, this gotto be a BIG black mark for this guy. <I think the AMD guys did a good job at what they were supposed to do - talk about X86-64. > I agree, in part.

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