Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (84628)	1/2/2000 1:33:00 PM
From: Charles R	Read Replies (1) of 1572503

Niceguy, <It's really worth looking behind these numbers, as all other things equal (i.e. a continuing strong flash market), it seems to me that if the 12.5 million target is realized, the $2.00 earnings estimate by Salomon Smith Barney is more likely to be achieved quarterly (i.e. Q3 and Q4)than annually. If the exponential growth in shipments of "spry Athys" required to end the year 2000 with 12.5 million units occurs, quarterly earnings will likely show corresponding increases something like ($0.75, $1.50, $2.00 and $2.75...total Y2000 = $7.00)if flash remains strong and non-Athlon stable and of course, no major Dresden hiccups)! > I am not sure I agree with you numbers but I do definitely agree with the spirit. The EPS targets and earnings multiple for this stock set by Jonathan Joseph are incredibly low. However, JJ has been one of the more proactive analysts on AMD so may be he is just playing it safe until earnings (the "Jerry factor" is what I like to call it). If he doesn't jack up numbers big time after the earnings he is going to be left behind in a hurry. Chuck

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