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Politics : Formerly About Advanced Micro Devices
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To: Reginald Middleton who wrote (28495)2/19/1998 11:32:00 PM
From: Jefferson Prescott Dewhurst  Read Replies (3) of 1572137
 
Reginald,
Do you actually believe that:
<<AMD is currently worth $8.17. Under an optimistic scenario, its intrinsic share price is still only worth $12.50, that is 34.60% below yesterday's closing price. AMD, in my opinion is quite overvalued on a risk adjusted basis>>
Why don't you do a reality check and work up the book value of a fully equipped ~90,000 sq.ft.,.25 micron semi fab facility, divide by the # shares outstanding and use that as the starting point for asset value of AMD. If you are using your AMD analysis as an example of the value of your product it's very poor salesmanship. When you return to the planet earth try doing basic sanity checks on the numbers you produce before broadcasting them with your signature and reputation attached.
Dewy.
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