Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Charles R who wrote (21277)	12/1/2000 2:28:54 PM
From: Joe NYC	Read Replies (1) of 275872

Chuck, <If we get a warning from AMD despite all of this, then the share price is justified.> Not sure how you come to the conclusion. What I meant is that the earnings estimates are based on basically no growth in Q4 (.68 vs. .64). No growth QOQ, seasonally adjusted for normally strong Q4 would mean a huge decline from the trend. So an earnings warning would mean a huge reversal from a company that's growning it's earnings to one with shrinking earnings, and would mean that the underlying business is not in a good shape. The current market cap is ~5B. How do you figure the stock price is justified? What I said was based on the assumption that AMD announces that they will fail to meet the earnings estimates. I just went back mentally as to what that would mean about the underlying business - negative growth. Again, this is all hypothetical. Joe

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