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

To: tejek who wrote (107023)	4/20/2000 3:00:00 PM
From: boris_a	Read Replies (1) \| Respond to of 1576881

Ted, OT Nice to hear you know the place. Well, from Chur to Zurich itïs about 100 kilometers. But Iïm aware that for Americans (you are?) everything here in Switzerland looks like 15 miles. LOL Boris

To: tejek who wrote (107023)	4/20/2000 3:14:00 PM
From: Pravin Kamdar	Read Replies (5) \| Respond to of 1576881

Thread, Today is a tough day for those of you with April $80 and $85 options, but next week will be the beginning of the next $20 spurt in AMD's stock price. For the last several months, AMD has had nice up-swings starting in the last week of the month and ending in the second week of the following month, and none of the preceeding months had the strength of the fundamentals that we have now. We have recently had: * Blowout earnings that caused analyst EPS upgrades that establish AMD as a high growth stock with a PE of 15. * Positive forward guidance from AMD. * Intel stating that they can not meet current demand -- resulting in windfall business for AMD in Q2. Next week we will have: * The Spitfire announcement with a possible Dell announcement. * The Shareholder meeting with a possible stock split announcement. Later in the quarter: * In May, we should have the Thunderbird announcement. * In June, we should see a positive earnings warning. Then, in July, earnings will be announced to be over $2.00 per share -- twice analyst expectations. Dresden will be ramping strong, and Q3 guidance will be very positive. At this time, Intel will announce that they are sampling Willamette. They will do this to try to stop the stock price slide towards Tad's $60 price target caused by a horrid Q3 (with equity sales of 1 billion dollars). All the analysts, except Tad, will uniformly declare that Willamette will crush AMD. This will cause AMD to drop from $150 to $120 in mid July. Later in Q3, it will become evident that AMD is shipping high margin Thunderbirds in high volume, while Willamette has yet to appear in any volume at all. Q3 earnings of $4.00 per share will shock the investment world. AMD announces that Mustang is sampling on 770 based SMP boards, and that 0.13u is yielding higher than expected bin splits. Spitfire and Thunderbird will own the Christmas shopping season, while Willamette starts to show up in a few expensive workstations. Year 2000 earnings come in at over $10 per share and the stock exits the year over $350 per share. But, then again, I could be wrong (if my EPS contest entry is any indication). Pravin.