Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: Milan Shah who wrote (18358)	11/9/2000 2:01:16 PM
From: niceguy767	Read Replies (1) of 275872

Milan: The "smacking" the overall market is currently undergoing tends to make even a rose smell bad...Incredibly positive outlook where $90 ASP's, 22% Y2001 growth, 80% Fab 30 production at 1 gig and upwards, affirmation of $4.8 billion in Y2000 revenues, flash sold out as far as the eye can see are the most conservative estimates that AMD management can come up with...Don't be too hastey in discounting the possibility of Y2001 ASP's well above $100, revenue and earnings fgrowth well above 22% and Y2000 revenues of $5 billion or better...In another general market environment, AMD trades at multiples of the current $21...General market environments change like the seasons...AMD's fundamentals are too strong to remain concealed by negative market sentiment much longer...

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