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


To: Foad who wrote (46270)1/15/1999 10:42:00 PM
From: Jadrew  Respond to of 1573689
 
Spurned Analysts:

This is a open letter to all you "spurned" analysts. I thought that you are paid to access a company value "before" an earnings release.

Ashok Kumar, you were wrong. Stop yapping about all the "surprises" bad old AMD thrust on you. You are PAID to predict this. You didn't, guess you should quit.

Its pretty easy to be a Monday morning quarterback.



To: Foad who wrote (46270)1/15/1999 10:44:00 PM
From: Xpiderman  Respond to of 1573689
 
Thanks for the SmartMoney.com Article post.



To: Foad who wrote (46270)1/15/1999 10:56:00 PM
From: Yougang Xiao  Read Replies (1) | Respond to of 1573689
 
"The only thing the company did wrong was to not manage those expectations better."

My respect for Kurlack starts right at the end of the quotation mark.
And good to know that there is a well balanced view found in David Wu, the long time AMD critic.

Thank Foad, for the piece.




To: Foad who wrote (46270)1/16/1999 12:05:00 AM
From: Maxwell  Read Replies (4) | Respond to of 1573689
 
Thread:

<<Merrill Lynch analyst Tom Kurlak, who upgraded his outlook on AMD in
December from Neutral to Accumulate, agrees. "We still recommend the stock because customers really want their products in a bad way," he says.>>

The most influential semi-analyst continues to support AMD. This is good news. He hasn't jumped ship. If AMD delivers the K6-3 and K7 as promised he will upgrade AMD a few more time. Each time is worth about $5. Kurlack has that ability to affect the stock movement and he is paid for how much he makes the stock move.

<<"I think AMD management is sorely testing its credibility at this point," says Piper Jaffray's Ashok Kumar.>>

Listen to this asshole speaks. He claimed that AMD couldn't deliver the 350MHz and missed the 400MHz for Christmas. He is a hypocrite.

AMD is at a great price right now with the semi-equipment makers at all time high and DOW and NASDAQ at all time high. With the 5.5M volume capacity and more per quarter going into the 1999 with upcoming K7 AMD stock price is a bargain at $22 3/8. I bought 100 contracts Jan 00 calls today. I will then add 300 more contracts as soon as I get the money. Then I will see you all at the K7 launch.

Maxwell