Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: enzyme who wrote (18388)	11/9/2000 3:42:23 PM
From: Milan Shah	Read Replies (1) of 275872

One of the reasons AMD is given second class status (and P/E ratios) is that they don't know how to spin their news No kidding. I listened to pretty much the whole conference, and it was clear that it was a bunch of extra dry engineers mumbling to a bunch of non-technoids. There was no life at all in the conference - they might as well have been talking about the details of election results in the state of Texas. The only sign of spirit I saw was wrt TMTA - Jerry made a very good point that AMD is all about performance, and TMTA can't touch them on that front. Well said and well delivered, and dismiss a potential/new competitor as a niche player in one sentence. Milan

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