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


To: Paul Ma who wrote (5111)8/15/2000 12:57:11 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
paul ma:

Even your projection of $6.50 (although very conservative imho) supports a much higher AMD price than the current $62 imho...Tony seemed to imply "much higher" (i.e $150 by year end) is a "moon shot"...I'll certainly suggest it looks moreso of a "moonshot" now than 1 month ago, but I'm not betting the farm against that "moonshat" as a realistically possible outcome!



To: Paul Ma who wrote (5111)8/15/2000 3:54:42 PM
From: 5dave22Read Replies (1) | Respond to of 275872
 
Paul <take a break, amd will MAYBE earn 6.5>

My target on AMD earnings for the year is over $7. That includes all taxes + the sales of the Comms division. They missed out on some earnings in Q2 (as detailed by harry & chuck!) - but will get it back before the years end.

I would be disappointed with anything less than ... say ... $6.75 - that would mean either bad margins - no growth on ASPs - stockpiled K7s.

Dave