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

To: Mani1 who wrote (102787)	4/7/2000 1:00:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1575523

<I don't believe we'll see much higher evaluations until (and if) threat of AMD's demise by Willamete proves false.> I, on the other hand, think that 2000 AMD valuation expansion from here will depend almost entirely on Dresden. We can see a $60-80 range if Dresden is a bomb and several times that if it ramps up to ~3-5 Mu per quarter by Q4. Wilamette in unlikely to have material impact on 2000.

To: Mani1 who wrote (102787)	4/7/2000 2:05:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1575523

I would be more than happy with $100 by year end. $4.00 in earning and PE of 25. My assumption is $6.00 in earnings with PE of 25 = $150 by year end. Joe

To: Mani1 who wrote (102787)	4/7/2000 10:59:00 AM
From: that_crazy_doug	Respond to of 1575523

<< You guys are starting to scare me. I have a substantial portion of my portfolio in AMD and I would be more than happy with $100 by year end. $4.00 in earning and PE of 25. >> I'd be very disappointed with $100 if we had $4 in earnings. Afterall, look at the growth rate, you'd take a company that grew year over year from a .61 cent loss to a $4 gain, and you only want to give them a multiple of 25? << I don't believe we'll see much higher evaluations until (and if) threat of AMD's demise by Willamete proves false. >> I don't think the marketplace in general understands the difference between an entire new core and just a revision. If the thundebird is better than coppermine, people will guess that mustang will be better than willamete.