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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (11192)10/6/2000 5:19:48 PM
From: TimF  Read Replies (1) of 78627
 
Looking at EK after the carnage, still looking at ASO. INTC, though not a value play, might be worthy of consideration, though I
don't own it.

What about AMD as a value play. ESp. because INTC's warning may be due to AMD's competition. It sells at $22 with analysts estimate of EPS for FY2000 of $2.55 (and I think that estimate is low. In the first half it all ready earned $1.18, and its ramping up its capability to produce high end chips rapidly. (its basicly replaceing K6s wich sell for about $50, with Athlon's that sell can sell for hundreds of dollars each, while ramping up the Dresden fab so that it can sell more chips overall). KLIC is another stock I own that seems really cheap, and I am thinking about buying some more AMAT at these levels although it is not a value play in the sense of most of the stocks discused here.

Tim
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