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Technology Stocks : All About Sun Microsystems

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To: Brian Hutcheson who wrote (36440)	12/12/2000 7:41:35 AM
From: Steve Lee	Read Replies (1) of 64865

Message #36440 from Brian Hutcheson at Oct 13, 2000 9:37 AM SSTI is 3 times the P/E and P/S of AMD AMD's Q3 was not as good as expected for 3 reasons . 1. they spent an additional 28c per share on Capital Expansion ($88M) less that it would have been EPS 92c. 2. They sold 2.1M athlons and 1.5M duron , next quarter will see close to a doubling of Athlons. 3. The comm divsn revenue decrease. Q4 will be over $1 EPS ------------------------------- SSTI is growing at 100%+ and is still on target according to CEO to beat estimates. AMD is growing at a rate of uh... hang on, what did they say yesterday... "Revenue will be flat or nominally higher than the third quarter's $1.2 billion." As for your $1 eps they just announced, again yesterday, that it will be $0.50 - $0.60. I stand by my single figures prediction for AMD that was ridiculed a few weeks back.

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