Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Mani1 who wrote (4391)	8/10/2000 7:06:59 PM
From: Mani1	Read Replies (1) of 275872

Looking at Dell's release it seams that the income from investments were $125M up from $30M from last year. That means Dell's operational profit are once again nearly flat year over year. They also toned down the revenue growth expectation for the rest of year. Dell is a good buy at PE of 20! They did say expect the same amount of investment gain for the next two quarters. The question is what will the YOY numbers will look like when the investment money runs out? The same question goes for INTC as well. No, I don't think we'll get another berzerk 18 months from NASDAQ. Mani

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