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To: Tony Viola who wrote (105474)7/11/2000 6:05:17 PM
From: Jim McMannis  Respond to of 186894
 
RE:"Come on! AMD's PR is Jerry. Every time I see that guy on CNBC or Bloomberg, he's going to single-handedly destroy the evil empire Intel with his by far superior chips"

Like I said and I'll stand by it...AMD has virtually no PR/marketing strategy. They stand by while Intel pre-announces, reminds of future processors and vapor launches.
OTOH, Jerry has learned to put a cork in it...probably because he doesn't want to get sued again...
AMD needs to be much more aggressive with the PR...not with Jerry...

Jim



To: Tony Viola who wrote (105474)7/12/2000 10:16:29 AM
From: michael97123  Read Replies (1) | Respond to of 186894
 
This is Mike Murphy's inside info? How does it affect market if msft disappoints in earnings/revenue coming up???

Weak Start for Windows 2000 May Hurt Microsoft Shares, WSJ Says

New York, July 12 (Bloomberg) -- The recent rally in Microsoft Corp.'s shares could be short-lived because of
signs the company's Office 2000 software package has not been selling as well as expected, the Wall Street
Journal reported in its ``Heard on the Street'' column. While the company wouldn't talk about Windows 2000
sales, analysts said businesses are now spending more on specialized Internet software than on big operating
system platforms such as Windows 2000 -- a change that already hurt shares of software makers Computer
Associates International Inc. and BMC International Corp. The future of Microsoft's shares will also depend on the
success of its new Microsoft.NET product line of Internet-based software, the paper said.

Shares of Microsoft, the world's largest software maker, have regained 29 percent of their value since the
government's antitrust suit drove them to 61 7/16 on May 26, their lowest level since Nov 20, 1998.

(WSJ 7/12 Interactive Edition)

Jul/12/2000 7:05 ET Tony, Below has to be Mike Murphys inside info. If earnings affected, could this be a problem for intc,csco,lsi etc??