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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (85730)	1/7/2000 2:34:00 AM
From: Mani1	Respond to of 1580681

Paul Re <<Pravin - Re: "We may have to settle for a PE of 20, instead of 30, though." That will still be a NEGATIVE stock price - if you use the trailing 12 months "earnings".>> More the reason to want low PE. Mani

To: Paul Engel who wrote (85730)	1/7/2000 11:16:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1580681

Paul, That will still be a NEGATIVE stock price - if you use the trailing 12 months "earnings". You're right. I should use trailing earnings to predict a stock's price based on a PE ratio! On another note, I do agree with you in that there will be a trend to integrate flash memory on die with processors and other microcontrollers for the use in portable digital appliances. This should help Intel (since they have the low power ARM) and hurt commodity flash suppliers -- such as AMD. However, the unit explosion of portable devices that benefit from flash cards for unlimited storage, like digital cameras and music players, should provide buyers for all the flash that AMD can make for the foreseeable future (two years). Pravin.