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: f.simons who wrote (119523)	7/6/2000 4:45:33 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1583507

Frank - RE: "Let's assume 1.30. That would give AMD a sequential increase of.13, or 11%. I have seen that kind of growth considered as anemic by others on this thread." Q2 is also considered to be the slowest quarter. So a sequential gain of any kind would be abnormal and good, and a double digit % gain would be even more so.

To: f.simons who wrote (119523)	7/6/2000 5:01:50 PM
From: tejek	Read Replies (1) \| Respond to of 1583507

Let's assume 1.30. That would give AMD a sequential increase of.13, or 11%. I have seen that kind of growth considered as anemic by others on this thread. Frank, To be honest, for AMD, I think EPS will play a lesser role than revenue growth, both sequestial and YOY. Last quarter YOY rev growth was 73%; an improvement this quarter would mean AMD's ASP's are going up and it's gaining market share. That's what the market wants to hear. An increase in margins and the ROE would be the proverbial icing on the cake. I know that everyone looks to the EPS but for tech stocks, in general, and AMD,in particular, I think rev growth is the key. ted

To: f.simons who wrote (119523)	7/6/2000 5:05:53 PM
From: niceguy767	Read Replies (1) \| Respond to of 1583507

f.simons: Re: "Let's assume 1.30. That would give AMD a sequential increase of.13, or 11%. I have seen that kind of growth considered as anemic by others on this thread." Comment: Prior to 99Q4, AMD achieved a high of $48.50 at the time of 97Q1 and 97Q2 positive earnings of $0.09 and $0.07 respectively...99Q4 and 2000Q1 earnings of $0.43 and $1.15 have resulted in a current price of $77. There is zero doubt from my perspective that a 3rd successive record breaking quarter at $1.30 or better will set fire to the price of AMD shares...particularly looking ahead to at least 2 more record breaking quarters in Q3 and Q4, possibly of $3.00 and $4.00 eps respectively...The market has not yet accepted such an outlook as within the realm of the possible or AMD would be tradine above $150 today...Just imagine the "reality shock" to the market place when AMD posts $1.30 or better in Q2...SSB's $100 AMD target will be history within 3 weeks of their hideous report, imho...Not finshed yet...Guess what, AMD has a shot at breaking the $2.00 barrier in Q2...but don't tell what's his face at SSB!!!