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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (74096)	10/5/1999 7:36:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1572702

Goutama: <<Am I reading too much into it?>> I read this as the BEGINING of investor centric approach by AMD. Informing investors timing of important events thus providing predictability has the tone of professionalism. I hope this trend will continue. As to whether the message convey a better q3 number, I think so, better in terms of up to 20% better than First Call's (-97). If the number is MUCH better than (-97), say 50% better, Ben Anixter should be fired for he as director of external affairs would have failed to guide investors properly or failed to coordinate a timely accurate corporate message to the Street. Aside from buzz around Sledgehammer, Q3 numbers, there are two important events that are expected to be announced pretty soon to strengthen AMD's fundamentals: 1. Appointments of new President and CTO: Outside recruits unlikely. I expect Rob Herb to be President - continue AMD's tradition of marketing guy on top and Fred Weber to be CTO - Good boost for former Nexgen troops at AMD. I heared that Weber was a Nexgen native. 2. Moto equity investment in AMD concerning FAb 30 to shore up AMD's balance sheet.