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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.45+1.2%3:53 PM EST

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To: Bill Jackson who wrote (75735)3/27/2002 1:04:44 PM
From: Tony ViolaRead Replies (2) of 275872
 
Tony, We have all seen the stupid biased stuff that paul scatters on the thread in addition to what he was banned for. None of those analysts are that incompetent or as biased, although I have suspicions about some.

Paul predicted a loss for AMD for Q3 that was essentially right on the money. He predicted the loss to be 3X consensus, which it was. No analyst did anything like this. In fact, this quarter is looking something like Q3, what with AMD's late new product release, except their ASPs haven't gotten down to nearly as bad a level, I don't think.

I would think that a review of Paul's status ought to be in order here. I have a suspicion that a lot of the AMD supporters (as well as the Intel ones, of course) would vote for his being reinstated. Of course, there are those that won't budge also.

PM to Mani also.

Tony
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