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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST

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To: Jim McMannis who wrote (6378)8/24/2000 3:03:06 AM
From: Mani1Read Replies (1) of 275872
 
Jim re <<All I want is for AMD to have 30% market share next year.>>

I think that is possible but not that likely. 30% market share means that AMD will almost double its current market share. It would require almost flawless execution on the part of AMD and continued mistakes by Intel. The second part may not happen since Intel is once again paranoid.

If the 30% thing happens, means AMD after taxes should earn will in excess of $5.00 EPS (after the split of course) and will easily be at least 3 times the stock price of where it is today. I say this because by that time AMD will have delivered another 5 awesome earnings report. Street will believe. Again, not likely but I sure like the risk to reward ratio there.

AMD at 30% market share will make Mani very rich. It is possible, again not likely, that Mani will be rich 18 months from now.

Mani
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