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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (48334)2/4/1999 12:33:00 AM
From: Fred Fahmy  Read Replies (1) of 1571868
 
Jim,

<Wall Street to be paranoid>

WS's not paranoid. WS needs minimal intelligence to conclude the obvious. You don't cancel conferences because you have good news to report. In fact, it is precisely at these type of events that you let out any positive news/events you can muster. In this case, they are canceling even in the face of a GTW win. WS paranoid?....I don't think so. The only question is 'how bad is it'? My guess...current outlook calls for red ink this quarter.

FF
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