Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: eplace who wrote (115249)	6/9/2000 9:11:00 PM
From: TimF	Read Replies (2) of 1571120

I agree Mike, the easiest money has been made in the stock. I believe AMD still has 2 to 10 times runnup possibilities for the next 2-3 years I would be very suprised if it didn't go 2x in that time frame but a ten bagger from here? $136 billion market cap within 3 years? It would be sweet, but it seems unlikely. Hmm, just did a bit of math on this. If AMD makes about $15 a pre split share in earnings and has a P/E of 60 then it would be possible. I wonder how many Athlons AMD would have to sell to get an EPS north of $15. 60 P/E also seems a bit high AMD is growing fast now but we wont have this type of growth forever and unless AMD takes over as the chip gorilla (which is doubtful) I don't think it will happen. But if the recent pull back in NASDAQ was just a strong correction and the bull market continues for a couple of more years, combined with AMD continuing to execute well over that time frame it is possible. However I don't think Intel will continue to execute as poorly as they have recently and any such senario, in my opinion requires poor execution from Intel. Tim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next