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

To: tejek who wrote (119532)	7/6/2000 7:28:59 PM
From: Goutam	Respond to of 1583520

Ted, >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 > I agree. Revenue growth in its core business will be far more important than EPS growth as long as the company manages a reasonable positive EPS growth. Q1'01 YOY growth (compared to Q1'00) can easily reach 80% - 100% ($2biilion in Q1'01?) if AMD can execute. This will improve AMD's balance sheet and financial position enormously in every respect. Some of the financial ratios that Analysts pay attention to may see more than 100% improvement. Goutama .