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

To: TimF who wrote (111094)	5/15/2000 11:20:00 PM
From: Mani1	Respond to of 1578302

Tim re <<How much clout and reputation does Kumar have? >> He along with Osha are probably only second to Dan Niles. He used to be at the very top after Kurlak left but since then, I think, Dan Niles has overtaken the top spot by making some SO VERY good calls on Dell. Niles has also been good with AMD, INTC, CPQ and GTW. Mani

To: TimF who wrote (111094)	5/16/2000 12:23:00 AM
From: tejek	Respond to of 1578302

How much clout and reputation does Kumar have? (In the investment community in general I know he has no clout here...) Tim, He's makes himself very visible but I don't think he has much clout...at least not as much as he thinks. Right now the big powerhouse in the PC/Semi world is Dan Niles. He's made a number of right on the mark calls. ted