Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (100902)	3/30/2000 8:31:00 AM
From: niceguy767	Read Replies (2) of 1574005

ted: Re: "Unless AMD changes its product mix considerably, resulting in juiced up revenue growth, I don't think the street will ever assign it a comparable P/E." Comment: The probability of a doubling in revenues to $5.5 billion in Y2000 and an eps between $4.00 and $7.00 is nothing to sneeze at...As soon as the market gets the drift of the new direction of the new AMD, a sizeable hike in its P/E ratio cannot be avoided...The market caught a glimpse of the new direction of the new AMD with Q4's release...Q1 results, imho, will do wonders for reshaping the perception of AMD watchers as record Q4 earnings of $0.43 are reinforced by Q1 earnings that supercede record Q4 earnings! A major price revaluation of AMD is unavoidable with the release of Q1 earnings, imho, assuming stable general markets!

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