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

To: Cirruslvr who wrote (96106)	3/1/2000 4:30:00 PM
From: xun	Read Replies (3) \| Respond to of 1571040

Cirruslvr, Look at ATML, a pure flash play. It has $11b market cap with less revenue than AMD's flash revenue. That tells me how the street discounts AMD's processor business. I remember the BOA analyst saying AMD is trading at less than 15 P/E. I just hold AMD tight waiting for a fair valuation. Regards, panic_mob

To: Cirruslvr who wrote (96106)	3/1/2000 4:42:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1571040

Cirrus, <Flash is an unspoken leader within AMD. Too bad the market doesn't care too much about deals like this.> Maybe if Jerry Sanders spent a little more time talking about Flash and a little less time talking about Intel, the market would recognize AMD's successes in Flash. Tenchusatsu