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Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits -- Ignore unavailable to you. Want to Upgrade?

To: survivin who wrote (176)	1/25/1999 9:20:00 AM
From: DRBES	Read Replies (1) \| Respond to of 254

RE: "but I also feel this disappointment was fueled by a few overzealous analysts who built up an atmosphere where anything less than a positive surprise would be tragic." My problem on this issue was that AMD management did nothing in the way of giving guidance to lower ASP's even though it had to be obvious to them that this was happening. They did however coincidently give guidance to higher shipments and market share. This is seen by any analyst that is recommending them as a betrayal of any trust that they may have in AMD's management. The results are very obvious from the action of the stock. In other words the overzealousness was driven by the direction of management's guidance. Regards, DARBES