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

To: Joe NYC who wrote (125754)	10/10/2000 11:12:25 PM
From: Jim McMannis	Respond to of 1570239

Joe, RE:"PS: OT Einstein had poor grades Sorry that I have to break it to you, but Al Gore is no Einstein." --- Maybe so but Gore did help Einstein develop the theory of relativity. Jim

To: Joe NYC who wrote (125754)	10/10/2000 11:48:52 PM
From: tejek	Respond to of 1570239

Joe and thread: This press release just came over from Reuters; for those who been around for over a year, its amazing how much press AMD's earnings report is getting this quarter. Nothing like this has happened before in the past year and half. AMD is being treated like its a bellweather for the industry. I suspect the media intends to trumpet the results with the spin that all may be well in techland!! GO AMD!! ____________________________________________________________ DIARY-EQUITIES/WORLD HEADLINES-OCTOBER 11 For a diary of western European corporate events and earnings forecasts, please double-click on 1/8WEU/EQUITY 3/8, for U.S. forecasts double-click on 1/8US/RESF 3/8. WORLD HEADLINE DIARY FOR WEDNESDAY, OCTOBER 11 EUROPE BASEL - Novartis AG <NOVZn.AS> and AstraZeneca Plc's <AZN.L><AZN.ST> agribusiness Syngenta hold shareholders meeting. BUCHAREST - British insurer Commercial Union launches its operation in Romania. DEBE, Poland - Treasury Minister holds a two day seminar on the privatisation plans in the energy and arms sectors. FRANKFURT - German direct marketing association (DDV) news conference, 0830 GMT. FRANKFURT - Firstfive Deutschland AG news conference 0900 GMT. MADRID - Spanish business association Circulo de Empresarios presents report on 2001 Spanish Budget at 0800 GMT. PARIS - French online broker Direct Finance to list on France's Nouveau March. PARIS - Danone <DANO.PA> quarterly turnover. STOCKHOLM - Planned date for Swedish broadband company Bredbandsbolaget to list on Nasdaq stock exchange. SPLIT, Croatia - Annual meeting of Dalma at 0700 GMT. WARSAW - Germany's SGL Carbon <SGCG.DE> ends public bid for 854,846 shares or 38.08 percent in Polish electrode maker ZEW <ZEWWs.WA> at 41 zlotys per share. WARSAW - Impexmetal <IMMEs.WA> 1999 dividend payout date AMERICAS TROY, Mich. - Delphi Automotive Q3 earnings, 1230 GMT. SUNNYVALE, Calif., - Chip maker Advanced Micro Devices <AMD.N> Q3 results. FALLS CHURCH, Va., - Capital One Financial Corporation release Q3 results. WASHINGTON - Fannie Mae <FNM.N> Release Q3 results. NEW YORK - General Electric <GE.N> release Q3 results. MILWAUKEE - Harley Davidson <HDI.N> release Q3 results PORTLAND, Ore., - Williamette Industries <WLL.N> release Q3 earnings. LOUISVILLE, Ky., - Tricon Global Restaurants Inc., <YUM.N> Q3 earnings. (See also 1/8US/RESF 3/8) ASIA BOMBAY - TeleCruz Technologies hold press conference to announce the launch of their products and to discuss the future plans of the company. Crystal Room North, Taj Mahal Hotel, 0700 GMT. HONG KONG - Ngai Hing Hong Co Ltd <1047.HK> final results. HONG KONG - TOYXNET.Com forms strategic alliances with Jardine Logistics, Pacific Finance (HK) Ltd, and aweb.cc. News conference, Exhibition Hall, 4/F, HK Productivity Council, 0330 GMT. HONG KONG - Greg Brenneman, president and COO of Continental Airlines, will provide the latest update on Continental's vision for expansion in the Asia Pcific region, 0415 GMT. KUALA LUMPUR - National Workshop conference "Effective Prevention of Computer and Economic Crimes" (Final day). KUALA LUMPUR - Berjaya Sports Toto Bhd holds AGM/EGM at Bukit Kiara Equestrian & Country Resort, Jalan Bukit Kiara, Off Jalan Damansara at 0230 GMT. NEW DELHI - Cisco holds news conference on future plans, 0330 GMT. SHENZHEN - 2nd China Hi-Tech Fair (to October 17). SINGAPORE - Davnet Singapore official launch and news briefing, 0330 GMT. SYDNEY - National Australia Bank Ltd <NAB.AX> in Federal Court over ACCC allegations of price fixing in credit card interchange fees. SYDNEY - Investorinfo Ltd <INV.AX>, annual general meeting, Lvl 6, 51-57 Pitt St, 0030 GMT MIDEAST/AFRICA JOHANNESBURG - Allied Electronics <ATNJ.J> interims. ------------------------------------------------------------ RT users double-click on 1/8IND/DIARY 3/8 for an index of all diaries available on Reuters News 2000. ------------------------------------------------------------

To: Joe NYC who wrote (125754)	10/11/2000 12:33:15 AM
From: tejek	Read Replies (1) \| Respond to of 1570239

Joe, Maybe Lynn Segal does not know about the new SEC law that goes into effect on 10/23. That will make analysts much more superfluous. Why do you think some of the analysts' calls have been more off the wall lately? They have been cut out of the loop. D. Niles was on CNBC today. He said that when he cut ALTR and XLNX, he was not absolutely certain that it was the right call. The reason he made the call is that he believes that the two companies can't maintain the 75-80% YOY growth rate of the last few quarters and that the channel is full. He may be right but later, when the CEO from XLNX was on CNBC, he said he wondered where Niles was getting his info. I think the point is is that companies have already stopped giving guidance and the analysts are having to dig for their info, and yes, to guess. I think their info may not have much more depth than what we dig up ourselves. I think, in time, it will reduce their power significantly. ted