Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who wrote ()	4/6/2000 8:48:00 AM
From: niceguy767	of 1581651

Just a Perspective: Yahoo came in at $0.10, $0.01 above street estimate...Yahoo Y2000 eps estimate is $0.43 and Y2001 estimate is $0.53...Yahoo currently trades somewhere around $165...That implies a P/E ratio of something around 400... Intel Y2000 eps is estimated around $3.50...Currently Intel trades at $130 for a P/E of about 40 based on Y2000 eps estimate. AMD Q1 eps street estimate is $0.48...epscontest.com Q1 estimate is around $0.80, which if so will probably be higher than Intel's Q1 and 8 times higher than Yahoo's Q1 eps...AMD's Y2000 eps is looking conservatively as $5.00 (between $4.00 and $7.00)and AMD has outstanding growth prospects for the foreseeable future which usually results in P/E expansion when grasped by market players...At $70, within this context, there is no meaningful downside for AMD...In fact at $140, AMD downside would be limited within this context...Yes indeed, AMD is a bargain at double its current price...Next meaningful test is $100. Don't count on any protractacted weakness after release of Q1 earnings, unless AMD is already testing $100..!

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