Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: John Hull who wrote (46761)	1/30/1998 9:44:00 PM
From: Paul Engel	Read Replies (1) of 186894

John - Re: " Did Erica echo that sentiment? - $90/share for AMD" I cannot yet find that exact statement but here is one I could find - AMD an outstanding value - STRONG BUY - at $30 (on its way to $18!) and $3.50/share predicted for 1998 - all this after Sanders' expose about AMD's "slight" yield problem. Paul {===========================================} Advanced Micro Devices (AMD STRONG BUY $30) Erika Klauer 52wk hi/lo: 47.37/15.75 FYE: Dec Shs Out: 140.3 mm Consensus EPS: 1997E: $0.26 1998E: $2.15 1999E: $2.25 1996A: ($0.51) 1997E: $0.20 1998E: $3.50 1999E: NA AMD conf call confirms that yield issues adversely impacted the co's ability to mfr 233MHz K6 processors during 3Q. * AMD's problem is a mfg problem, not a demand problem. The co is working aggressively on its yields and should see dramatic improvement by November. Selling the stock now would be premature! * Despite the 3Q set back, our outlook for 98 remains unchanged and our EPS est is still $3.50. We strongly believe that AMD's stock represents a tremendous value at these levels.

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