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

To: minnow68 who wrote (1018)	7/17/2000 11:17:23 PM
From: wmwmw	Read Replies (2) \| Respond to of 275872

minnow68, I saw a calculation by you: epscontest.com Considering both flash memory and high end CPU sales in Q2 may exceed the bottomline figure in your calculation, it seems the .15 odds to be $2.00 EPS is too conservative. I would put it at 50%. As to market reaction, NASDAQ was at about 3700 on last earnings date and now we are at 4270, and a possible rally towards 4500 if tomorrow CPI is ok. AMD traded at $76 after hour on the day of last Q earnings release, which is 66 x $1.15. I would assume AMD trades at least at this ratio when this time earning is out, considering current market condition and positive forward looking CC, so $2.00 gives a price of $132. If we get $2.00 this Q, an $8.00 EPS for Y2000 is very likely, and taking 20 x 8.00 we would trade at $160. Even if we get something like $1.80, I still see above 50% chance that we could see $120.

To: minnow68 who wrote (1018)	7/17/2000 11:19:41 PM
From: wmwmw	Respond to of 275872

Duplicate.