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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 237.57

-2.6%

3:59 PM EST

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To: slob who wrote (3214)	12/29/1997 2:17:00 PM
From: StockMan	Read Replies (1) of 6843

Slob, Re -- Is the K6 so important that it swamps the other 2/3 rds of the company? Yes. AMD has positioned it as such, and in reality it is the only product in AMD's portfolio with the potential of high margins and high profits. If AMD were to be only the flash memory, PLD and comm businesses, then it would be a commodity manufacturer, and would deserve a P/E in the single digits. Furthermore as in all commodity products (Intel, a few months ago, announced a way of storing multiple bits in a single cell, and a dramatic reduction in the cost of flash production) they are subject to price wars (Koreans dumping!!). It it were not for the hype of the K6. AMD would be trading in the $5 range. Which wouldn't be bad for the company, since the K6 is also responsible for almost all of AMD's debt. Stockman

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