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

To: Cirruslvr who wrote (79095)	11/9/1999 2:46:00 AM
From: Mani1	Read Replies (2) \| Respond to of 1573214

Two changes to IBM's Aptiva series, IBM added an Athlon 550 to its E Series "Hot technology at a great price". commerce.www.ibm.com It has also added an Athlon 700 to its Athlon only S Series, "Extreme speed - sleek design." commerce.www.ibm.com IBM went from three Athlon models on their site from few days ago to five Athlon systems. I think that is significant. Mani

To: Cirruslvr who wrote (79095)	11/9/1999 1:56:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573214

Cirrus, This is what I sent. It may sound a little rough - I didn't spend too much time on it. Chuck edit: jerry.sanders@amd.com bounces. Can someone on this thread provide the right email address? ************** Dear Sirs: I am a long time shareholder of AMD and am writing this mail to express my disappointment over AMD's decision to selectively disclose this quarters progress to a limited audience on the 11th of November. Your web site tells us that this analyst call will be available to non-analyst on the morning of the 16th November - 5 days after the event. I find this outrageous. As a leader of the x86 processor arena, I view AMD as a pre-eminant technology leader and expect it to be at the forefront of the tidal wave of openness on the Internet, instead of being swept away by it - whether it be in the form of weak reputation, further law suits or direct action from the SEC. Leadership is a quality that should be pervading all around AMD and not be just limited to x86 processor cores. Your archrival Intel, a substantially largee organization with all its layers of management, has been able to host a web-based live conference call this quarter and AMD is thinking of replaying the conference call 5 days later! This, to me, is something totally unacceptable! It dismays me that you have not taken the opportunity to go directly to the shareholders. I am sure you realize that other than being focussed on the short-term, all analysts have their allegiances and biases and cannot be used as the only tool to disseminate information. Every stockholder should have the right to make their choices based on timely information delivered directly by the managment. And, today, you have the tool at your command to make it happen - the Internet. The internet has raised the bar on disclosure. You can now directly communicate your messge to your shareholders, without subjecting them to the analysts spin. You have the power of the Internet to break the chain of disinformation that sometimes gets reported in the name of analyst reports - and you choose to ignore it. May be I am missing something - can you explain to this shareholder why you do not find delivering timely information to all your investors and choose to disclose selectively? According to Jim Kramer from theStreet.com in a recent IR conference, "Levitt doesn't want any institution, buy or sell, to have a leg up on the individual. If your lawyers aren't telling you this, they haven't been doing their jobs. Conference calls should be open to all. Now!". In light of all the shareholder suits you already have on your hands, I suggest that you take Mr. Kramer's suggestions seriously. In closing, I urge you to reconsider your decision to limit the conference call on the 11th analysts. look at ways to eliminate/reduce the information gap. - If AMD does not have the technology to do real time video, real time audio will suffice - If they don't have the wherewithal to do the real-time audio then immediate rebroadcast on the web (with an hour or two after the conference may be acceptable in the near term) - If AMD does not have the wherewithal to do neither audio or the video (which I doubt), you could put transcripts of the conversation immediately after the conference call Some of the shareholders have been holding through its ups and downs against the recommendations of the Wall Street analyst community. I hope that you reward them by at least providing them information on a timely basis instead of disclosing it to a selected few. A disappointed stockholder, Chuck