"The street" represents institutional capital. Mostly East Coast bankers, considering other things than just current outlook for buying or selling stock for their clients and for themselves as well. Apart from that, the fact Hans Mosesmann (Soundview) is a former AMD-employee sheds a light on the message as well (although for me only insofar as i have no doubt about the credibility of some internal affairs indeed going on wrt board). K.
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