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

To: DRBES who wrote (94803)	2/23/2000 3:23:00 PM
From: niceguy767	Read Replies (2) \| Respond to of 1570501

DRBES: Re: "AMD still, in my opinion, represents one of the greatest of market inefficiencies that I have ever seen." Comment: Not for much longer! $60 by end of April, maybe a lot sooner if an earnings preannouncement...after Q1 earnings release...$41.50 is an absurdly low valuation based on any reasonable estimate of present value of expected future earnings (i.e minimum of $4.00 for Y2000).

To: DRBES who wrote (94803)	2/23/2000 3:28:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1570501

RE"I continue to see the current "break up" value of AMD as exceeding the price that the market is assigning to the common shares. Read the article, do some math and let me know what you think. (To ALL except pauL an co.) AMD still, in my opinion, represents one of the greatest of market inefficiencies that I have ever seen." The biggest problem with AMDs stock price is that it competes with a Gorilla (Intel). If AMD got out of the chip business the stock would probably go up, no joke. As it is now the street still sees AMD having to fight a crusade uphill all the way. AMD should take some of it's new found money and strengthen other areas that perceptually don't compete head to head with Intels process technology and capacity. The street would drive the stock to the sky. Jim