AMD "terrified of financial analysts" shock

WE'VE LISTENED in to many an AMD and Intel financial analyst conference call over the years, so we are surprised to see our old mate Sumner Lemon reckons Hector and his House will "face a pummelling".

The conf call is tonight, and Sumner thinks AMD will face some "tough questions". But in our experience, if and when a financial analyst asks a tough question, that will be when the Titanic sails down Wall Street with all hands on deck and the Good Ship Lollipop in tow.

Even if one of the financial analysts discovers a smidgeon of gumption in her or his own being, we've heard the likes of Hector and Paul Otellini from Intel bat them away with the deadly fly swatter of modern marketing English.

Anyone who starts a question with "very nice quarter Andy" or "delighted to talk to you Hector" is likely to have pretty stubby canine teeth, in our experience.

Even when the questions are not like eating the thinnest of gruel, the fly swatter of modern marketing English will soon put paid to anything really venomous as in "I'm not prepared to give that level of granularity," and "going forward, we see a ramp in the channel", and "our partners don't see such inventory changes".

But we'll listen in, just in case a financial analyst manages to get in a good question. And to hear the response if the question is really really good. µ

L'INQ
PC Advisor