Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: AK2004 who wrote (8406)	9/13/2000 1:43:44 PM
From: niceguy767	Read Replies (2) of 275872

albert: The current price of $28 would seem to discount a "burned down" Dresden, a legal decision to immediately outlaw the use of the Internet, video cameras and cellular phones and looking ahead to negative earnings in Q3, Q4 and throughout Y2001...That compares to what some of us believe is a fast ramping state of the art Dresden,a doubling in Internet users every 100 days, exploding video camera and cellular phone unit sales and record Q3 and Q4 earnings with the strong likelihood of all this positive earnings trend continuing throughout Y2001 and a price around $75 by year end...Should be an interesting 3-1/2 months as it becomes clearer which assumptions reflect more accurately the AMD reality...

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