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


To: that_crazy_doug who wrote (105437)4/14/2000 10:00:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 1574042
 
Doug,

I don't doubt that we'll get 30 as a multiple, but let me ask you, do you think it's a reasonable one compared with any other company?

Looking at Nasdaq lately, we may reach a PE comparable to other companies, but not by AMD going up, but buy everything else falling AMD's PE multiple of 15 :-(

Joe



To: that_crazy_doug who wrote (105437)4/14/2000 10:56:00 AM
From: tejek  Read Replies (1) | Respond to of 1574042
 
So a stock price in $150-200 range within 12 months is I think a multiple of 30 is rediculously low.

Not in a fairly mature industry....I would be happy with a P/E of 30-35.

Over 100% quarter sequential growth.

Where are you getting this statistic from....even YOY revenue growth is less than 100%. Unless you mean eps growth.....if so, the street typically does not assign large P/E's to companies with good earnings growth and slow revenue growth (relatively). Look at the blue chips.

ted



To: that_crazy_doug who wrote (105437)4/15/2000 10:04:00 PM
From: Daniel Schuh  Respond to of 1574042
 
Hey, insane canid, you got a Cool Post of the day award!

Notes from Sun's conference call.
Notes from PMC-Sierra conference call.
What's wrong with P/E ratios.
AMD is too cheap. Message 13423243
Is CMRC overvalued?

I hope everybody thinks AMD is too cheap Monday morning, anyway.

Cheers, Dan.