Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.46

-17.2%

3:59 PM EST

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To: niceguy767 who wrote (37364)	4/26/2001 10:18:37 AM
From: redbird	Read Replies (2) of 275872

Back to Basics. AMD expected to earn $1.50 this year. AMD has 20% of the market and has room to grow even in a slower growing market. AMD will enter 2 new segments of the market this year (Laptop and Server). Number of AMD motherboards being produced in far east is growing. AMD is coming out with a 64 bit processor that allows 32 or 64 bit code to run. AMD PE based on $1.50 EPS is 18.6 INTC expected to earn $.57 this year. INTC owns over 70% of the market and is cutting processor prices to keep market share. INTC is already in all market segments and can only grow if market grows, or by obtaining the remaining 30% of market. INTC is coming out with a 64 bit processor which only allows 64 bit code to run. INTC PE based on $.50 EPS is 58 (higher than when INTC was at it's all time high last year). The only thing holding INTC up is the number of people who can not afford for it to be priced at its true value. Crossover #2 guess: $29 this week. Holding INTC May 25 Puts and AMD May 27.50 Calls. Redbird

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