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


To: SteveC who wrote (97674)3/9/2000 6:40:00 PM
From: 5dave22  Read Replies (1) | Respond to of 1574753
 
<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.>

It's too bad. In addition the market entirely discounts the flash component. I often wonder why this isn't brought up more.

I also think there are some magic numbers. Obviously 1 gig was one. Two more "1s" would be - 1 billion this quarter, and $1.00 this quarter. That would get a lot of attention, the same kind of attention as 1 gig. IMHO.

Dave



To: SteveC who wrote (97674)3/9/2000 9:28:00 PM
From: tejek  Read Replies (1) | Respond to of 1574753
 
NSM/AMD comparison: Thanks for the information. I agree AMDD is grossly undervalued

Steve,

Major difference between NSM and AMD....three quarters of profitability. Imagine where AMD will be at after 3 quarters of profit?1!

ted