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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dougSF30 who wrote (9573)	9/21/2000 5:23:51 PM
From: chic_hearne	Respond to of 275872

Re: 50% of it is fundamentals. The rest a PR / marketing job. They get a 'D' in that half. Doug, A "D" is being generous. chic

To: dougSF30 who wrote (9573)	9/21/2000 6:10:03 PM
From: niceguy767	Respond to of 275872

dougSF30: "AMD IR doesn't seem to have the first clue about managing their stock price. 50% of it is fundamentals. The rest a PR / marketing job. They get a 'D' in that half." Comment: What we are in the midst of is the changing of the guard...AMD is about to be crowned keeper of the microprocessor castle...AMD has delivered on virtually every press release over the past year...They have reiterated on 3 different occasions that they will ship 3.6 million Athys and show another 10% increase in flash...No need for them to have to defend their press release record by any kneejerk response to INTC's "bomb"...To respond to the INTC bombshell, one might argue, is to provide evidence that INTC is still pulling the AMD puppet strings...AMD's Q3 results will speak louder than any AMD press release in the current negative INTC environment!!!