Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.53

-0.3%

11:56 AM EST

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To: Mani1 who wrote (1)	7/5/2000 3:49:51 PM
From: TimF	Read Replies (1) of 275872

No change to our Athlon unit forecast of 1.8 million units in Q2, 12.6 million units this year, and 31.0 million units in 2001... Lowering price target on slightly higher earnings risk. Even with the considerable exposure to Flash, we are retaining our 2000 EPS estimate of $5.45 ($3.82 fully taxed) and 2001 of $5.00. Even if AMD only meets those estimates (and IMHO they will do better then that) a downgrade makes no sense. The earnings predicted should support a buy, and a sale of 31 million athlons in 2001 should support more then $5/ share and should cause a screaming, pound the table, your an idiot if you don't buy rating. Not to mention that there should not be a big downside on flash because AMD has a lot of its current and planned future production locked up in long term contracts. Tim

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