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

To: Pravin Kamdar who wrote (97670)	3/9/2000 6:30:00 PM
From: SteveC	Read Replies (2) \| Respond to of 1574743

NSM/AMD comparison: Thanks for the information. I agree AMDD is grossly undervalued. I guess it also highlights the problem of competing against a gorilla, no. 2 gets no respect. Each new product introduction carries so much risk. If the Athlon's yields were like the K6 AMD would be trading at $20 right now. I don't think for the near future AMD will have a P/E close to NSM's. The market will always be wondering if AMD's next product can keep up with Intel's future chips, and that will keep a cap on its share price. That said, I expect AMD to be above $80 by the end of 3Q 2000. If Thunderbird is a winner, all bets are off. The fact that Willy won't be ramped up before 1/2001 and Dresden will be achieving full production in the 2nd half of 2000 means 4Q 2000 is for AMD to own. AMD could bring in more revenue in 4Q 2000 than its entire year 1999 revenue.