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

To: Jeff Fox who wrote (45948)	1/14/1999 1:59:00 PM
From: Kevin K. Spurway	Respond to of 1573414

Kumar is a moron. He stated that the consensus estimate was TWICE AMD's number. That is, he thought that CONSENSUS was $0.34/share! He's just bitter because he was so incorrect about the yield on 400 MHz chips going into December. AMD made him look like a moron. Then he had a good estimate on AMD's profitability, revised his number upward (because every other analyst was doing so, and, since he has no original thoughts on this industry, he felt he had to follow), and AMD made him look like an idiot again! I'd be bitter too if I were Kumar. Kevin

To: Jeff Fox who wrote (45948)	1/14/1999 5:06:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 1573414

Jeff, Ashok Kumar's now recycling his own quotes. Today... "With pricing pressure and product transition issues ahead, AMDs risk profile makes Brazil look as though it deserves a AAA rating." - CBS MArketwatch, 1-14-98 October... "That gives AMD a risk profile similar to Russia. This is the last stock you'd want to own." - thestreet.com 10-6-98 Quite formulaic actually... ...but then he does seem to have certain "formulas" down pat doesn't he? For example, he raised his own 4Q estimate on AMD by some ludicrous amount last week recently right? Oh, hey, how about that, the CBS Marketwatch reporter seemed to have missed that little item, but of course, did not miss the cliched bon mots. Good trading, Tom