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Politics : Formerly About Advanced Micro Devices

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To: SteveC who wrote (97674)	3/9/2000 6:40:00 PM
From: 5dave22	Read Replies (1) of 1574861

<I don't think for the near future AMD will have a P/E close to NSM's. The market will always be wondering if AMD's next product can keep up with Intel's future chips, and that will keep a cap on its share price.> It's too bad. In addition the market entirely discounts the flash component. I often wonder why this isn't brought up more. I also think there are some magic numbers. Obviously 1 gig was one. Two more "1s" would be - 1 billion this quarter, and $1.00 this quarter. That would get a lot of attention, the same kind of attention as 1 gig. IMHO. Dave

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