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Politics : Formerly About Advanced Micro Devices

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To: 5dave22 who wrote (104609)4/12/2000 6:35:00 PM
From: James Calladine  Read Replies (1) of 1577781
 
CONFERENCE CALL:

Just finished the conference call. From my vantage point,
nothing but positives!

Analysts were VERY respectful. The AMD guys had all the
answers. I was very impressed with their preparedness
and savvy.

Based on today's close, compared to INTC, this is what
we get:

Price/Sales AMD 3.63 INTC 15.44
Price/Book AMD 5.30 INTC 13.40

I think this blowout quarter and the guidance given to the
analysts is going to change these numbers and bring AMD
much closer to INTC's level.

The shares are very cheap now, compared to INTC

Best wishes,
Jim
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