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To: Mary Cluney who wrote (138728)	7/6/2001 12:24:17 PM
From: Tony Viola	Respond to of 186894

Mary, >Desktop is commoditizing and show continued weakness where AMD lives and breathes with no footprint in the enterprise server market where there are signs of 2H recovery. Kumar sees the enterprise server market recovering in 2H? Hope he's right. Good to see CNBC rushing on the analysts for doomsday comments on somebody besides Intel Tony

To: Mary Cluney who wrote (138728)	7/6/2001 12:32:08 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mary - Re: "The market reaction to AMD is excessive. The market is probably not aware of AMD's historic MO where insiders are enriched at the expense of shareholders." One of my brokers called me today and asked me about this scam. It's simple - AMD insiders sell near a top when they know that business conditions are poor. After fessing up, the class action law suits begin. Eventually, AMD - that is - AMD shareholders - pay off the lawyers and the suing shareholders - out of AMD's corporate coffers. The cheating AMD insider officers get to keep all their profits as PERSONAL GAINS - completely indemnified by AMD corporate money ! And then the game starts over again !