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j3pflynn

01/20/04 9:39 AM

#23784 RE: KeithDust2000 #23783

Keith - Other than a psychological impact, I can't see how it should affect shareholders, unless they figure Jerry is playing the part of a "puppetmaster", and I don't see Hector putting up with that.
Paul
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kpf

01/20/04 9:51 AM

#23785 RE: KeithDust2000 #23783

Keith

I´d personally be happy if they finally canned Jerry

Dont you think that answers your question already? Put it this way: JS is probably worth a billion USD (negative shareholders value currently. If only for his "Chance of your lifetime"-statement May 2002 at ML. As long as he presides the board, the street will be suspective about AMD - rightfully imo.)
Apart from the negative perception of his pay and expenses - which is basically peanuts but the public perception of it is not.

K.






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jhalada

01/20/04 1:03 PM

#23804 RE: KeithDust2000 #23783

Keith,

I would not put too much stock in one analysts opinion. And I will be voting for Sanders re-election when the issue comes up.

Joe