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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (79811)11/13/1999 6:09:00 PM
From: Goutam  Read Replies (1) of 1579480
 
Tenchusatsu,

Is Wall Street concerned that this response will drive AMD back in the red?

I think Friday's drop in AMD was profit taking, but your point is a valid point. Wall Street may continue to think that Intel pricing is as potent as it used to be and may keep the AMD stock price down. But in my view, as per my non-scientific calculations, a $50M AMD loss in Q1'00 due to Intel price pressures will be about an additional $1.1B missed opportunity for Intel! A $100M AMD Q1'00 loss will be about $1.4B missed revenues for Intel. This is based on 2M Athlons in Q1'00, exploding Flash market and other assumptions. When it comes to Q2'00, it would cost Intel a 2x more lost revenue to above, to put AMD into red. IMHO, sooner or later Analysts will realize this and will come up with right valuation of AMD.

Goutama
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