Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: ajbrenner who wrote (21854)	12/7/2000 5:17:57 PM
From: niceguy767	Read Replies (3) of 275872

ajbrenner: "I wish I could agree with you. This might shave a few points off Intel's price just as Moto's warning was expected and therefore not that painful to the stock price. The powers that be won't be as forgiving to AMD. If AMD warns we will be looking at a PE of about 3." Actually, the INTC thing isn't as bad as I thought it would be...Flat sales, gross margin decline by 1%, and capital gains of $675 million...Given their eroded performance edge, flat sales has to be a positive as does only 1% decline in gross margin...and the fact that they have $675 million in capital gains, given the recent indiscriminating tech beating also is a plus...Where it gets a little thorny is looking out to Q1 and Q2 where they are looking down the barrel of AMD's shotgun loaded with the DDR, mobile and server releases and little remaining, at current market levels, prospective capital gains...

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