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

To: Charles R who wrote (102793)4/7/2000 1:07:00 AM
From: Mani1  Read Replies (2) | Respond to of 1575542
 
Chuck Re <<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.>>

I am fairly confident that Dresden will be fine. All the signs have been good.

But Willamete should only be few months away from sampling. We are not the only ones who knows that, street also knows it. Even though I agree with you that Willamete will be a non issue in 2000 on the balance sheet, the threat of it should keep AMD's stock depressed.

Mani



To: Charles R who wrote (102793)4/7/2000 10:46:00 AM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1575542
 
Mani and Charles,

The street is starting to "like" AMD. Once momentum kicks in, we could get a PE of 50. With earnings of $6 per share in 2000, the stock could be valued at $300, and it doesn't need to wait until the end of the year to reach that valuation. Once $6 is in sight (Q3 CC with seasonally strong Q4 at hand) the stock could run to that price vary quickly.

Pravin.


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