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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.5%Dec 22 3:59 PM EST

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To: Cirruslvr who wrote (127)7/6/2000 10:59:23 PM
From: milan0Read Replies (1) of 275872
 
Congratulation to all posters on this new thread. Bravo to its mindstorming pace. The simple fact that it is a 'moderated' thread might moderate some lose canon posters.

Since earnings are nearing, here is an article found on Motleyfool on valuation and non recurring profits:
"Caution: Nonoperating Income Ahead"

biz.yahoo.com

Since these gains have been a constant part of Intel and Microsoft's earnings stream for the past few years,
investors complacently include these gains in recurring EPS. That will work fine so long as the investments do well.
But if the returns on investments slow down from the current pace and the companies run out of gains to realize,
investors could face a not-too-pretty situation where earnings and earnings growth rates will be lower than expected.


Disclosure: long AMD... and longer each month
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