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

To: niceguy767 who wrote (100872)	3/30/2000 1:29:00 AM
From: tejek	Read Replies (3) \| Respond to of 1573919

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." niceguy, Growth in eps has come up before in re to Intel. While its good to see, often the street will assign a higher valuation to the stock not with the best EPS but the best revenue growth. Some of the stocks in Petz's post are companies experiencing very high revenue growth....PMCS, VTSS etc. Unless AMD changes its product mix considerably, resulting in juiced up revenue growth, I don't think the street will ever assign it a comparable P/E. The best one to compare to is, of course, Intel but even there Intel is an exception because it is one of sector leaders. JMHO. ted