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

To: Reginald Van Pelt who wrote (30216)	3/25/1998 1:17:00 PM
From: FJB	Respond to of 1571783

RE: Might he be the one who is reponsible for the quagmire that AMD is in, yield-wise? Yes, the CFO is responsible for yields. And I hear the janitor is running the marketing department. Time to get clue, wouldn't you say mate? Chap? Old boy? Gent?

To: Reginald Van Pelt who wrote (30216)	3/25/1998 7:57:00 PM
From: Brian Hutcheson	Respond to of 1571783

Reggie , re. CFO resigning I do not know his reasons for leaving . The Intel crew will always put a bad spin on AMD's news ,it serves their interests . This probably has been in the works for some time as the CFO just does not suddenly come up with a new job offer and accept on the spur of the moment . CFO of AMD is fairly high profile job maybe he is unwinding ready for retirement . Whatever the reason it did not affect AMD's stock price much today . One reason being that the price today discounts a lot of bad news but does not factor in any real progress made in marketing K6 classic , development of K6 variations and yield improvements . The news on monday of the release of K6-3D PCs from 2nd tier cos in may followed shortly afterwards by tier 1 PCs has not been factored into stock price IMO . Of course one reason why this stock has not appreciated in anticipation has been the large amount of short selling (probably by Intel investors) . However with the december low at $17.125 and a large base of support in the $20-$22 area that short interest should make for a real lift off if AMD gives some official data on yield improvement , Brian