Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Crossy who wrote (40746)	11/3/1998 9:30:00 PM
From: Paul Engel	Read Replies (2) of 1573243

Cross Y - Re: "Alex Brown Upgrade" Careful. Erika Klauer is the Alex Brown analyst. Look at her track record of predicting AMD's performance (she used to be at Smith Barney where she was their AMD analyst): {=====================} Salomon 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. {=================================} Please note that AMD will miss the $3.50 target for 1998 by at least $3.50 ! Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next