Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: redbird who wrote (21989)	12/8/2000 1:52:06 PM
From: niceguy767	of 275872

redbird: At $16, it seems to me that the market is looking for Q4 processor shipments of 6 million or fewer, an ASP of $80 or less, revenues below $1 billion, an eps below $0.10 and non delivery in H1 of DDR, mobile, server and palomino products...If Q4 shipments exceed 8 million, ASP is $90, revenues are $1.25B or more and eps is greater than $0.30 (i.e my INTC est.), then AMD at $40 is readily supported by fundamentals... More importantly, should AMD provide hard evidence that DDR, mobile, server and palomino products will be available in retail quantities in H1, then a multiple of $40 can readily be supported based on these additional fundamental strengths...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next