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: Petz who wrote (116715)	6/20/2000 3:22:00 PM
From: eplace	Read Replies (3) \| Respond to of 1577191

John, why do you estimate expenses to rise by 45 million? I didn't figure anything like that into my contest entry. Also, with Rambus back close to 400 (pre-split) are you looking to take a stab at puts again? Regards Ed P.

To: Petz who wrote (116715)	6/20/2000 3:52:00 PM
From: porn_start878	Respond to of 1577191

Goutama, SI AMD Contest 1.85M K7@$225..... + $0.54 4.8M K6@ $52.... - $0.03 CPG Revenues: $763M... + $119M Memory Group: $362M... + $35M (+$0.20) Total revenues: $1237M... +168M [Edit No tax] EPS: 1.15+.54-0.03+0.20 = 1.86 Stock price: $117.625 Max

To: Petz who wrote (116715)	6/20/2000 4:31:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1577191

What I really think is the interesting "take" on AMD's future earnings is the visibility of it earning more per share per year than the price per share that they were trading for about a year ago. The numbers are already in place. You just have to be patient enough to wait a few years....Oh and some good luck for them and continued bad performance on the part of inteL would not hurt either. Playing the swings almost guarantees that the best move will probably be missed. Just hold onto it until the very fundamental picture changes dramatically for the worse. So far, it only seems to have improved though some opportunities (like SMP & etc.) are coming late. By the way...my take on Janus and Fidelity is that they see just what I claim to see. ANY COMMENTS???? Regards, DARBES