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

To: Tony Viola who wrote (123534)	9/6/2000 12:52:48 PM
From: stribe30	Respond to of 1570976

Tony over-optimistically and wistfully said: "I personally thought analysts' usefulness would start declining because of the vast amount of material that's free on the net for anyone to see." I think you're overestimating people.. most of them will be like sheep and follow the herd.. Rather then go out and investigate things for themselves, they will automatically presume the "analyst" to know what he's talking about. This is espescially true I would submit to you with investors who deal in semiconductor stocks, or internet stocks or computer related stocks.. a lot of them have no technical experience.. and most of them wont even have heard of such places as Tom's Hardware or Anandtech or Ace's Hardware etc.. so unless the analyst talks about a tech site as a reference point (which is rare) most wont even know to look there for differing viewpoints.

To: Tony Viola who wrote (123534)	9/6/2000 1:45:36 PM
From: Daniel Schuh	Respond to of 1570976

Tony, to paraphrase Henny Youngman, Intel should keep Kumar, Please! As far as free material on the Internet, that made me think of bre-x. A very hot topic on SI, when it was hot, if you look at Subject 5725, it generated 10000 SI msgs in April '97 alone, about 10000 to 20000 on that list. It seemed like a great story, too, extensive high level international political intrigue and everything, James Baker and George Bush even. You can buy MBX now for a nickel a share. Cheers, Dan.

To: Tony Viola who wrote (123534)	9/6/2000 2:22:41 PM
From: Road Walker	Respond to of 1570976

Tony, re: "I personally thought analysts' usefulness would start declining because of the vast amount of material that's free on the net for anyone to see." MHO is that the analyst's influence may start to decline in the next few months when the new SEC rules on selective disclosure go into effect (rule FD). I think the presumption now is that the analyst has inside information. That perception should start to change if rule FD is effectively enforced. John