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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (72)	7/6/2000 4:52:01 PM
From: Mani1	Respond to of 275872

Goutama re <<I believe AMD will see far higher valuation in the early Q4'00(because of Q3'00 earnings which would erase the huge disparity between the trailing and forward PEs + 1 Year of positive earnings) than the current valuation.>> I agree. I also think that AMD is being hold down by P4 which should trickle out over the next several months. Once it is understood that P4 will not do the Athlon's ASP, what Pentium II/III did to K6, then AMD should easily trade at PE of 25 or 30, which should be north of $150 per share. Mani