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

To: that_crazy_doug who wrote (11054)	10/2/2000 12:47:14 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

TCD maybe true but in the last those giant surprises were of negative kind. Positive surprises would be good and it also creates an image of a conservative company (as opposed to aggressive) which is liked by investors and analysts as well. Regards -Albert

To: that_crazy_doug who wrote (11054)	10/2/2000 2:54:08 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

Crazy Doug, <<Besides, I think there are a lot of other benefits to this ramp. It shows how smoothly AMD can transition product, and it will give confidence to analysts if they pull it off. We need to be more explicit with our goals and continue to meet them to build up credibility with the street. This is another example where we said exactly what we are going to do, and as long as it's accomplished it will help aid our shaky credibility. One of the reasons AMD can trade at a forward multiple under 10 is because we have a history of giant surprises. I think better guidance will result in much more stable stock price. (and quicker overal growth without the big hiccups).>> Absolutely agree, as I've said to you privately. Strength in fundamentals appears to mean little unless perception management is actively attended to, especially given: 1. Intel's "black hole strength" gravity on the street in terms of how events are 'spun' (altho its mass appears to be beginning to decrease, thank God) - and 2. With its 'suspect' history, AMD has to be cleaner than a hound's tooth in order to regain credibility. It's why I think this quarter will be so important - if they fulfill their promises, they will not only build much-needed credibility, but might be able to distinguish themselves from being seen as a minor division of Intel by the contrast in the results. If they don't, IMO they've just made an already Promethian task all the harder for themselves, and risk never getting out from under Intel's shadow. Let's hope for those results on the 13th - and that Jerry behaves.