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

To: tejek who wrote (105047)	4/13/2000 12:19:00 PM
From: Steve Porter	Read Replies (3) \| Respond to of 1573857

Ted, While you guys ar eall chuckling about that upgrade, the analyst that made that call is right. If AMD is demand constrained, Intel will be demand constrained. The only thing stopping me from calling for record earnings from Intel is they will suffer ASP hurt. However, units should be up, and therefor revenues. Revenues may be close to record levels, but I think net will be a little below (for Intel that is). Steve

To: tejek who wrote (105047)	4/13/2000 12:28:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1573857

It looks like the average analyst EPS estimate has gone up to about $5.00 per share for year 2000. The Market has decided to reward AMD, one of the fastest growing tech stocks, with a PE of less than 16. Let's forget this "Market Darling" crap. The market still hates AMD. Can institutional investors really be this stupid? Probably not. There is something to Steve Porter's option theory. We all saw it on expiration last month. I don't think the powers that be will let AMD rise until the week after expiration. Then, I think we will move towards $110 by the end of the first week in May. Pravin.