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

To: milo_morai who wrote (115263)	6/10/2000 12:08:00 AM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1583424

Look like there will be NO official Duron launch next Monday. I sent an email to Toni today to inquiry whether there will be official Duron launch next Monday. Her reply insists that Duron was already officially launched last Monday and implies that there will be no more Duron launch at all. It seems that AMD is handling Duron way out of its own model in regard to new product launch - NO price, NO launch partner(s) and No Benchmark. Why all of a sudden does AMD handle Duron in such a puzzling fashion?

To: milo_morai who wrote (115263)	6/11/2000 2:26:00 AM
From: Petz	Respond to of 1583424

milo, I scanned the 13G you posted which reflects the news that FMR Corp (the owner of Fidelity Funds) now holds over 11% of AMD common stock. It appears to me that Fidelity holds AMD stock for its own account rather than for its fundholders. The 13G never mentioned any funds, did it? While I'm sure that some of the Fidelity Funds hold AMD stock, its pretty awesome that the managers of the Fidelity Funds prefer to put their own money in AMD stock. I just searched the Fidelity website and only the following fund has AMD listed as one of its ten largest holdings: BlackRock Mid Cap Value Equity Inst CL Since this fund only has $240M of assets and AMD is less than 2% of that amount, this fund could only account for $5M of AMD stock, which is only 0.04% of AMD stock. The other possibility is that AMD is a significant holding of an extremely huge fund, the biggest being Magellan Fund, but not so big as to be in the top ten. But 11% of AMD would be $1.5B, which would be over 1% of Magellan Fund. It's almost certain that a holding that large would be one of the ten largest, but its not. Conclusion: Fidelity's owner/managers are investing their own assets *big-time* in AMD stock. Petz