Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: niceguy767 who wrote (102902)	4/7/2000 12:51:00 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 1576465

Thread, Another interesting comparison that shows the undervaluation of AMD is given by looking at LSI Logic. The stocks are trading neck-to-neck in price today. LSI AMD price/sales 11 2 Q1 estimated EPS 0.25 0.45 AMD will probably have EPS three times that of LSI this quarter and a higher growth rate, yet the stocks trade at the same price. If the market gave AMD the same valuation that it is giving LSI, we would be trading at $225 per share right now. LSI Logic is currently a market darling, but AMD is the new girl on the block. Everyone is going to want to pick her up. Pravin