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To: semiconeng who wrote (156833)	1/25/2002 10:15:43 AM
From: Joe NYC	Read Replies (2) \| Respond to of 186894

semiconeng, You make it sound like the entire Arthur Anderson LLP is somehow on this Enron things, and that they are all corrupt. The fact is that these Big 5 accounting firms are extremely decentralized, they have 1000s of partners, and every partner is more or less an independent business. Than there is the separation of Anderson's traditional business (Audit) vs. Consulting, who have almost nothing to do with the traditional business. The Consulting is probably who worked with AMD. Joe

To: semiconeng who wrote (156833)	1/25/2002 12:45:12 PM
From: TimF	Read Replies (2) \| Respond to of 186894

I don't know what kind of upbringing you had, or what kind of world you live in, but it has been my experience that past behavior is a VERY good indicator of current and future behavior. They're linked. So Enron's behavior, and the behavior of the Arthur Anderson employees who turned a blind eye to it, means not only that all AA's auditing or consulting activities are useless but beyond that it means that every client they have is shady? That's nonsense. Even ignoring Joe's point about AA being decentralized and even if we assume for the sake of argument that AA has no credibility at all, that does not say anything about AMD. If I checked your engineering work the fact that I am not an engineer and have no experience with semiconductor manufacturing would make my checks worthless, but it would not mean that you are doing shoddy work. It would say nothing about the quality of your work or your statements about the results of your work. It would at most say that AA would look the other way if AMD gave them messed up data, it doesn't say that AMD did give them messed up data. And the benchmarks from sites all over the internet seem to support AMDs contention that an Athlon XP with a particular model number overall have greater performance then a P4 with that many mhz. Tim