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

To: Petz who wrote (100833)	3/29/2000 8:56:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1573912

Totally amazing...ESP I was within seconds of posting the same table. This from SI... The following is a list of many of the top U.S. semiconductor companies and their consensus earnings estimates, as compiled by First Call/Thomson Financial. COMPANY CONSENSUS REPORT DATE Altera (NASDAQ: ALTR) profit $0.34 April 12 AMD profit $0.44 April 12 Atmel (NASDAQ: ATML) profit $0.17 April 20 Conexant (NASDAQ: CNXT) Q2 profit $0.19 April 19 Cypress Semi (NYSE: CY) profit $0.33 April 18 Intel Corp. profit $0.69 April 18 LSI Logic (NYSE: LSI) profit $0.25 April 25 PMC Sierra (NASDAQ: PMCS) profit $0.16 April 13 Texas Instruments(NYSE: TXN) profit $0.53 April 18 Vitesse (NASDAQ: VTSS) Q2 profit $0.15 April 17 Xilinx (NASDAQ: XLNX) Q4 profit $0.21 April 20

To: Petz who wrote (100833)	3/29/2000 10:40:00 PM
From: Windsock	Read Replies (4) \| Respond to of 1573912

Petz - Re:"Here's why AMD is a screaming buy. Take a look at the table" Your analysis ignores a critical issue. When Dresden starts shipping revenue product then the depreciation for the fab starts. Dresden depreciation will be at least $100 million per Q or about $0.60 per share. Earnings will suffer enormously and AMD may even reverse to a loss... again. What happens to the AMD stock price if this happens?

To: Petz who wrote (100833)	3/29/2000 11:42:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1573912

John: Re: "Even if AMD just hit its consensus estimate of 0.44, its PE would be the lowest of the entire group and less than half the median of the group. Actually, AMD will probably have the highest earnings per share of this entire group, despite the fact that its share price is 1/4 to 1/2 that of INTC and TXN, the only companies with a chance to beat its EPS." Comment: Nice summary...Puts AMD in a meaningful context...Just about says it all...What's more, is AMD quarterly sequential earnings are likely to increase throughout Y2000 as the 13 million Athys come to fruition in Y2000...AMD is the most undervalued equity in the marketplace today and would be undervalued today at $100...Look for a price explosion in the very near term!