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Politics : Formerly About Advanced Micro Devices

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To: Richard Wang who wrote (57460)	5/6/1999 3:33:00 PM
From: DRBES	Read Replies (1) of 1573709

My guess is that Ashok Kumar (Piper J. ?) will probably be the first analysts/Lemmings to break the ranks and go from a neutral to strong buy on AMD. He has previously stated his cautionary view on the basis of limited capital resources on the part of AMD in contrast to the unlimited resources that iNTEL enjoys. He , obviously, should be re-examining his earlier position. He is, in my estimation, one of the analysts who is neither a true Lemming nor stupid; so, presuming my thinking is correct, he may be quietly making "off the record" recommendations to favored clients in preparation to a "new" report. Regards, DARBES

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