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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (114965)6/8/2000 4:59:00 PM
From: Petz  Read Replies (2) of 1582695
 
Mani, I've been out of town for almost a week. I almost choked when I saw Monday's high and couldn't take advantage of it to get rid of the rest of my June calls. Does anyone have the opening price for June 90's on CBOE? I sold at 5 1/2 on a limit GTC order.

Of the news I caught up on, I think the Chase brokerage report which says that taxes might have to paid THIS quarter is very very positive. The sale of the COMM division isn't supposed to "clear" this quarter, and even Tad La Fountain was expecting the first taxes in Q3, so it must mean that profits in Q2 will be astronomical. The Chase report also debunked rumors of "low yield" which may have been holding back the stock.

Finally, is AMD's stock price consistent with NSM's stock price? NSM made 0.68 (0.69 untaxed) and sells for 63, an annualized PE of 22.8. Pretty darn low for a company that grew revenues by 22% and expects them to grow 30% next year.

But AMD's stock price is even more ridiculous at 87. If earnings come in at $1.25 untaxed (95% probability they'll be higher), AMD should be selling at 114. And in the case of AMD, sales growth was 73% year-over-year in the last quarter compared to NSM's puny 22%.

I'm buying more AMD tomorrow, its just ridiculously cheap.

Petz
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