Via JC kwam ik bij Silicon Investor posting van een AMD investeerder die zich blijkbaar nogal stoort aan de volgens hem slechte marketing van AMD. Met name het gebrekkige vermogen van AMD om hype te creeŽren is hem (als aandeelhouder) een doorn in het oog. Waar Intel de aandacht wist te trekken met de aankondiging van de 1,13GHz PIII en de Pentium 4 merknaam, volgde AMD zonder enige reactie. Bovendien worden de analisten niet goed op de hoogte gehouden door AMD's PR en IR afdeling, waardoor investeerders vaak beter bekend zijn met de ontwikkelingen dan de analisten (en het zijn de analisten die de investeerders en de media horen te adviseren...):
Obviously, you could show me a 1 year chart and yes, it's unrealistic and clown-like to think a stock could go up so much, but I don't feel we are getting much, if any, help from IR or PR. To start with:
1) SSB report. How come Joseph didn't know AMD's flash was in long term contracts? This is clearly an error by the people that deal with the analysts. Then after the fact, why didn't AMD come out with a report telling investors and analysts that there was no problem, actually flash was sold out for some time to come? This is a problem of the investor relations.
2) Intel's 1.13 Ghz announcement. Why didn't we counter this? Sure, the Register reports price cuts to come and all of "us" know there will be 1.1 Ghz or higher, but do you think that "joe average AMD investor" knows this? I don't. I think the average guy is getting scared that AMD is about to lose the speed game.
3) Willy hype (pentium 4 naming). Same as number 2. Just announce a damb name and vague date to reassure investors. "We" know it's coming, but "joe average"....
4) Report stating AMD outsold Intel 12 to 1 at 1 Ghz. AMD IR and PR should've been all over this and done something. I'm not sure what, but something, anything. But what happened? It slipped into obscurity to never be seen again....
[...] Bottom line: When a bunch of guys that have other jobs can get together on the Silicon Investor message boards and know more about AMD than analysts getting paid $1+++ million salaries, there's a problem. This can't be more clearly understood than by going to www.epscontest.com and look at how much better us few investors understand AMD than the analysts with their multi-million dollar salaries.
If I had been running AMD's investor relations for the last 6 months, this stock would be at $150 and the AMD longs would feel very good about where they're at. Instead, we are the few that spend a few hours a day doing our own research while "joe average" is bailing out to this stock to poor investor relations.