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

To: that_crazy_doug who wrote (17177)	11/1/2000 6:37:05 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

<However, I'm unhappy with how he has conducted himself in public and how he has treated the investor/analyst community. I feel that one of the largest things holding back AMD stock is the perception of the company, and that perception comes mostly from Jerry Sanders. > Doug, I am right there with you on that aspect of him (public presence). In fact I was once (K6 time frame) in a quarterly communications meeting where Tom McCoy (AMD's lead counsel head lawyer guy) was talking about Jerry and he was saying how Jerry had publicly said something like "If you didn't buy AMD's stock at these levels you were stupid" (paraphrase not quote) and how they all had to tell him later that he just couldn't say things like that. At the time Mr McCoy was saying this in the meeting not to condemn Jerry but to highlight just how cheap they felt the stock was and to bring some humor to the meeting but it is an indication that even AMD executive management is aware of Jerry's public rough edges. There is a lot of talk about Dell not carrying AMD products because of special deals from Intel but although I won't back this up at all I will say that I have been led to believe and am pretty much convinced by whom I spoke with that the lack of a Dell/AMD offering is more to do with bad blood between Jerry and Michael over testimony made during the Intel/AMD litigation of the K5 days than any Intel inducements. Allegedly Jerry is holding a grudge. Whether you believe this or not it would explain a lot if true and I don't think it would be contrary to Jerry's personality. But consider it unfounded because I am unwilling to back it up. My point is that I totally agree with you about Jerry's public rough edges and my opinion has been slowly changing as well. I will not be happy to see him go but I will definitely not be as rueful about it as I once would have been. Regards, Epinephrine

To: that_crazy_doug who wrote (17177)	11/1/2000 7:40:56 PM
From: Petz	Read Replies (1) \| Respond to of 275872

doug, I applaud you for your admission, "I've been much harder on Jerry than he deserved," most here would never back-peddle like that and it is refreshing. Another thing to keep in mind is that AMD has had a practice of telling the analysts relatively little, and the public relatively a LOT. For example: AMD always tells us how many CPU's they sold, gives ASP guidance to within a couple $. They give these estimates and actuals publicly in their conference calls not privately. The analysts would rather have AMD call them up and tell them these facts, but, guess what, AMD's style is now becoming THE LAW. Any hard feelings that built up between AMD and the analyst crowd should be mitigated by the forthcoming change of law about disclosure and by the fact that the architect of AMD's public relations ("external affairs") policy, Fran Barton (VP of Ex.A.), has retired. Petz

To: that_crazy_doug who wrote (17177)	11/1/2000 10:56:25 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, However, I'm unhappy with how he has conducted himself in public and how he has treated the investor/analyst community. On this one I agree. The lowest point in recent history of Jerry's public speaking was the quote that Andreas posted. Jerry should be more polite and more "humble" (quoting W here) "talk softly but carry a big stick" (Teddy Rooseveld). No matter what he thinks of the analyst asking the question, it takes more of a man to stay cool than to explode with a tirade. Joe