Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.14

-2.8%

2:03 PM EST

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To: fp_scientist who wrote (7291)	9/1/2000 11:21:35 AM
From: niceguy767	of 275872

fpscientist: "How long can AMD sustain the 50% growth rate?" Comment: AMD management sees its flash sold out for the next 3 to 5 years and will show fairly significant expansion there...Dresden has significant upside capacity...Athys are now just revving up in the topend, high margin, consumer space...server/workstation market, the most lucrative, has yet to be tapped...There is little doubt that AMD will exceed 50% this year and perhaps next as well...Certainly looks like 25% growth is in the cards, on average, for the next 5 years. Using Intel's p/e multiple to growth rate ratio as a bencmark, an AMD p/e multiple of 30 would seem unusually conservative to me...so I think an AMD p/e multiple of 20 or more by the end of the year is not an untenable target...

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