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Politics : Formerly About Advanced Micro Devices
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To: f.simons who wrote (119523)7/6/2000 5:01:50 PM
From: tejek  Read Replies (1) of 1583628
 
Let's assume 1.30. That would give AMD a sequential increase of.13, or 11%. I have seen that kind of growth considered as anemic by others on this thread.

Frank,

To be honest, for AMD, I think EPS will play a lesser role than revenue growth, both sequestial and YOY. Last quarter YOY rev growth was 73%; an improvement this quarter would mean AMD's ASP's are going up and it's gaining market share. That's what the market wants to hear. An increase in margins and the ROE would be the proverbial icing on the cake.

I know that everyone looks to the EPS but for tech stocks, in general, and AMD,in particular, I think rev growth is the key.

ted
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