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

To: Mani1 who wrote (102797)	4/7/2000 1:16:00 AM
From: Charles R	Respond to of 1575614

Mani, <I agree with you that Willamete will be a no issue in 2000 on the balance sheet, the threat of it should keep AMD's stock depressed.> Yes, it could and probably it will. However, it will be very difficult to look at the earnings momentum and not value it some x times earnings. Just to throw out a bunch of numbers, let's say AMD does $1, $1.25, $1.50, $1.75 for the next 4 quarters (pretty conservative numbers if Dresden were to ramp smoothly). In Jan 2001, that would give a trailing earnings of $5.50 for 2000. Assume you are a mainstream analyst: how much should such a company be valued at in January 2001 assuming growth is going will slowdown as Wilamette ramps? Chuck

To: Mani1 who wrote (102797)	4/9/2000 9:57:00 PM
From: tejek	Read Replies (1) \| Respond to of 1575614

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, It seems this position assumes that AMD has nothing going for it. Twice in the past week, Sanders has refused to talk about clock speed when it comes to T-bird. Doesn't that tell us something? ted