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

To: Hoa Nguyen who wrote (119319)	7/5/2000 3:58:32 PM
From: dougSF30	Respond to of 1578531

I'm unclear about exactly what the Quiet Period prevents. Didn't stop CPQ from refuting their negative SSB report. And Toni's email implies that they could, if they so desired. Doug

To: Hoa Nguyen who wrote (119319)	7/5/2000 4:17:35 PM
From: Goutam	Respond to of 1578531

Hoa Nguyen, > Isn't AMD in a pre-earnings release black out period? Doesn't that mean they can't say anything, including refuting an erroneous report? Black out period, ro quiet period before earnings release is mostly a self-imposed restriction. There no SES requirement of Quiet periods. Now as far as Doug's Hope of AMD repudiating SSB downgrade - AMD can't repudiate them for having long term bearish view. Same goes for SSB's comments on Flash. Compaq repudiated them because they made a direct comment about Compaq inventory in the channel. Of course, AMD can issue a statement that they are on course with their earlier guidance. Goutama