Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.23

+0.5%

10:35 AM EST

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To: hmaly who wrote (17070)	11/1/2000 1:58:38 PM
From: andreas_wonisch	Read Replies (5) of 275872

Hmaly, Re: S E N D A L I N K where Jerry has been abrasive to any analyst in the last yr. jc-news.com Q: In some of the conversations with top-tier PC vendors, they have suggested that as some of the supplies improve from Intel, they might reduce AMD as percent of their total computer shipments. What impact will that have on AMD - does that change just your customer base, or does that have some financial impact? A: [Jerry Sanders] Well, first of all, I can't imagine a single one of our customers having said that. Rob, do you have any idea what this guy could be talking about? That's the last example I can think of. Written it doesn't sound very rude but you have to imagine saying him that (something like "do you have ANY IDEA what this guy is talking about or is he just plain stupid?") or just relisten to the audio if it's still available. The last CC went pretty smooth and Jerry was (mostly) polite and gave good guidance. But Q2 CC was a mess IMO. Could have been due to the fact that Jerry was participating over phone. He also made some rude comments towards Kumar in Q4's CC but I didn't mind those. ;) Andreas

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