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

To: AK2004 who wrote (6261)	8/23/2000 3:50:23 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

Albert, Thanks for the Needham reiterating strong buy... They may need to check their math: 2000E EPS of $2.13 2001E EPS of $2.89 They note growth of 13% when it is closer to 34%. It is nice to see that AMD EPS growth may outstrip the full reintroduction of taxes... Needham's actual EPS number for 2Q was a little less than the value AMD posted so perhaps this was the source of a small part of the discrepancy in the percentage growth ($0.61A vs 0.53 listed). Needhams estimates for remainder of 2000 seem low considering seasonal patterns and the Athlon ramp. -PT