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

To: Charles R who wrote (77609)	10/28/1999 5:57:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1571725

Chuck, Did Intel say PC prices will stabilize? EOM

To: Charles R who wrote (77609)	10/28/1999 6:22:00 PM
From: Scot	Read Replies (2) \| Respond to of 1571725

<<Random thoughts: Ignoring the content of the presentation, it is clear that Intel's management and IR are way ahead of the industry (AMD, by comparison is seriously behind the power curve especially in the context of web based information dissemination and selective disclosure to analysts). In today's presentation, there is a window so that you can ask Intel's management questions from your desktop. I am listening to the presentation as I type this. I hope that other companies follow the same path. To accelerate this move to the web, it may be a good thing to put pressure on AMD to do the same.>> In general, I agree that anything that reduces selective disclosure is a good thing. I know Arthur Levitt recently spoke on this issue. There are also some regulatory issues with respect to the types of information that can be provided to individual investors (i.e., protecting investors from themselves). Perhaps the SEC is ready to make some changes in recognition of the growing sophistication of individual investors. Clearly AMD could do a better job with IR. I was, however, happy to see the increase in web-based information with the Athlon launch. The web site has been updated regularly and there is a lot of technical information.....some of which is consumer focused (e.g., how to build your own Athlon). IR could take a lesson from the technical guys. Of course we'd all love to see a Realvideo stream of Jerry doing a Q & A..... -Scot