SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?

To: A. A. LaFountain III who wrote (62274)6/18/1999 10:26:00 AM
From: Charles R  Read Replies (1) | Respond to of 1578501
 
Tad,

<Actually, I believe that the MSDW rating system is Strong Buy/Outperform/Neutral (or Hold), so it's only a one notch drop.

But that doesn't detract from your valid question about "undervalued."
If the EPS estimates are lowered to $2.25 and $2.55, that's a 13% growth rate. At $55, the P/E is 21.6x or a 50% premium to the growth rate. Undervalued seems a bit of a stretch.

Might get there, though! - Tad LaFountain>

Thanks for the correction. Too many brokerages research houses to keep track of.

Which reminds me - I am MSDW client and haven't gotten the research report yet. Ok, I no longer have a position in Intel but let me go and check.....

Chuck



To: A. A. LaFountain III who wrote (62274)6/18/1999 10:32:00 AM
From: DRBES  Respond to of 1578501
 
re: "Might get there, though! - Tad LaFountain"

I see tremendous overhanging supply in the low twenties. If, indeed, AMD has been shipping quantities of K-7's to (a) certain OEM(s); the supply might get eaten through with some vigor.

It is gratifying to see iNTEL and AMD move in opposite directions, at least briefly, though.

Regards,

DARBES


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News