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

To: uu who wrote (28324)	2/5/1998 11:00:00 AM
From: Ritz	Read Replies (1) \| Respond to of 1571690

Addi: "Anyone cares to speculate as why AMD has decided to shut its doors to the analysts..." Because AMD's management no longer has any credibility. -Ritz

To: uu who wrote (28324)	2/5/1998 11:37:00 AM
From: herb will	Respond to of 1571690

Addi: You have to understand that the source for many of CNBC's stories is the "Tooth Fairy"! In the case this story is correct, I think it is just Jerry's way of claiming Executive Privilege. I mean, like, suppose Tom Kurlack belched "How's the 25 coming Jer?" Or Erica creeked, "How's the old Cash Flow coming along?" Those answers would make a good AMD'er croak!! Hey, it's just my opinion. Herb

To: uu who wrote (28324)	2/5/1998 1:08:00 PM
From: Barry A. Watzman	Read Replies (3) \| Respond to of 1571690

Why no AMD participation in analyst conferences ? Two possibilities: First, either something big is in the works (e.g. an acquisition), or, 2nd, things are getting REALLY bad, and there is concern that anything said could become gist for a future lawsuit. It smells more like the second choice, this is not a typical action to take leading up to an acquisition. From what I have heard, AMD's continued existence could be in jeopardy pending a cash infusion, acquisition, resolution of yield problems or successful move to 0.25 micron with good yields. Time will tell.