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

To: tejek who wrote (105461)	4/14/2000 11:32:00 AM
From: that_crazy_doug	Respond to of 1574054

<< 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. >> I would be very disappointed with a P/E of 30-35 when we make between $7-10 a share on over 100% revenue growth. Personally, I think we'll more than double intel's eps, and at least 2-4x the revenue growth YOY. They'll likely be trading at a multiple of 50-60. Do you really think we should be trading at half the multiple, with 2-4x the revenue growth, and over 2x the eps? If anything, it should be the other way around, since we're the ones who still have room to grow (even if it's by grabbing market share). << 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. >> I was talking about earnings growth not revenue growth, but I think YOY 100% revenue growth is in the bag for this year. Also, consider you went from the seasonally strongest quarter to the seasonally weakest quarter. How many companies grow earnings 100% sequentially under that situation, propose an even better forward outlook, and trade at a forward multiple of 14?