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

To: tejek who wrote (110040)	5/10/2000 12:59:00 AM
From: Charles R	Respond to of 1577886

Ted, <I don't think not setting proper expectations to the investment community usually results in a President's (sorry, not CEO) resignation.> Agreed! To be sure there is a bigger story here. These guys have misplanned capacity and the product mix was out of sync between sales and operations. The President should have been a lot more careful on the operational side (afterall Presidents are supposed to be the operational folks). In this case the president was talking it up in front of analysts without paying attention to the details. Add to that the fact that the stock was already well below its highs and the President's exit doesn't look that suspicious anymore. < I would watch this one closely....> Thanks for the concern. I am planning to keep an eye. <..it looks to me like something is rotten.> To me it doesn't matter much even if something rotten comes up. This is going to be a small part of my portfolio and the company is not in any real bad shape. The stock valuation is low and mistakes can be addressed. The company's balance sheet is solid and we are in the middle of arguably the best semiconductor run ever. Chuck

To: tejek who wrote (110040)	5/10/2000 1:09:00 AM
From: Cirruslvr	Respond to of 1577886

Ted - RE: "I don't think not setting proper expectations to the investment community usually results in a President's (sorry, not CEO) resignation. I would watch this one closely....it looks to me like something is rotten." Before today, I never heard of this company you and Chuck are talking about so I don't know what the situation is. I just wanted to point out that AMD's COO Atiq Raza left AMD when AMD had its WORST quarter ever, just before the big turn around happened. MAybe AMD was the exception? Again, I have no idea what this company does, but I just wanted to throw that in...