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To: Tony Viola who wrote (114100)10/17/2000 6:27:51 PM
From: John F. Dowd  Read Replies (2) | Respond to of 186894
 
Tony: Looks like the analysts can't undersatnd that laptops/note books and servers are the areas of growth that take up the slack lost in desktop. As I have said before the PC is not dead it is just changing form factor. Also it seems that there other lines albeit a small % of their gross are growing at 50%. The cc was very sober and at the same time very encouraging. This is a great comapny. JFD



To: Tony Viola who wrote (114100)10/17/2000 6:29:06 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Tony,

Caught the last 1/2 of the analyst's questions, was the rest of the call as upbeat?

Loved JJ from SSB, he sounded really pissed.

John



To: Tony Viola who wrote (114100)10/18/2000 12:04:05 AM
From: Paul Engel  Respond to of 186894
 
Tony - Re: 'AMD pocket analyst, Scovall"

Strictly speaking, Dan Scovall is Tad La Fountain's pet monkey - and Super Tad is AMD's pocket ANALyst.

Paul


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