SI
SI
discoversearch

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (106175)7/26/2000 2:35:10 AM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Paul, Scumbria,

SCUMbria - Re: "If AMD sold 1.2 million Athlons in Q2, and then sell 3.6 million in Q3, I would expect ASP's to be at least stable- and possibly some upside."

Sure - but enough upside to maintain an inflated stock price?

The number of k7 chips in:
Q1: 1.2 M
Q2: 1.8 M
Plan for the rest of the year for K7 chips is:
Q3: 3.6 M
Q4: 7.2 M

As the number of K7s increases, the number of K6s will go down.

Joe



To: Paul Engel who wrote (106175)7/27/2000 8:09:23 PM
From: TimF  Read Replies (1) | Respond to of 186894
 
Sure - but enough upside to maintain an inflated stock price?

What inflated stock price? AMD has a trailing 12 months P/E of 36. Even if it only makes an average of $1.50 EPS in Q3 and Q4, that would put its trailing P/E at 13 if the stock price remained the same. Is this overvalued? Should AMD have a single digit P/E??

Tim


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News