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

To: Paul Engel who wrote (97426)	3/8/2000 9:41:00 AM
From: xun	Read Replies (1) \| Respond to of 1582533

Paul, "What do you project AMD's revenues in year 2000 to be? " $7.3 Billion Could you elaborate how you get this number? Regards, panic

To: Paul Engel who wrote (97426)	3/8/2000 2:29:00 PM
From: tejek	Read Replies (2) \| Respond to of 1582533

There are PLENTY ! Broadcom, SSTI, Anadigics, Analog Devices, Vitesse, Altera, Xilinx, etc., etc. Note - most of these DO NOT have the "luxury" of having a disastrous LOSS and LOW in 1999 that AMD had (SSTI excepted) which makes it VERY EASY fir AMD to show year-over-year growth. Paul, Now you are starting to sound like me except you are using my argument against AMD. Out of curiosity, I checked Q4's YOY rev growth for each of the companies you mentioned above. The rates are as follows: SSTI 167% Bdcm 129% Anad 78% Adi 63% Xlnx 54% Altr 38% AMD 23% Intc 8% Note the only company with single digit rev growth. At 23% it seems AMD is in better company with the hi-fliers than INTC. In addition you make a good point re AMD having a low in 1999; that made AMD as good a buy as some of the other faster growing companies like Altr. AMD has been a triple since my first buy in June, 1999. You have to admit Intc is looking a little pitiful with its single digit growth. ted

To: Paul Engel who wrote (97426)	3/8/2000 4:19:00 PM
From: SteveC	Respond to of 1582533

Paul, Thanks for your response. $7.3 billion in year 2000 revenues is an enormous sum for AMD, much greater than my optimistic estimate. Sure when you account for AMD's losses in 1999, the percentage increase for AMD will loom large. But, if AMD clears $7 billion in revenue, it will still be an outstanding achievement, putting AMD into the top ten list of semi companies. The only conclusion I can take from your projection is that even with its recent spike AMD is still grossly undervalued. I think its time for you to update the graph on AMD's stock price displayed on your personal profile.