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


To: Road Walker who wrote (123580)9/7/2000 4:47:43 PM
From: niceguy767  Read Replies (2) | Respond to of 1570901
 
John:

Based on management's forecasrts for flash and as yet unused Dresden capacity, it is not difficult to imagine a revenue growth rate over the next several years at 25% or better...Checkered history be dam*ed, AMD's current product lineup is second to none as they are world leaders in both flash and microprocessor technology...Don't know about those analysts out there, but I can't think of any place I'd rather be than in flash and microprocessors in terms of anticipated growth rates over the foreseeable future...Once again, an AMD imminent price explosion, looks highly probable from my vantage point!!!



To: Road Walker who wrote (123580)9/7/2000 4:50:10 PM
From: Hoa Nguyen  Read Replies (2) | Respond to of 1570901
 
John,

I think one thing that's holding AMD down is the visibility over the next 2 years. From quicken.com, I see that the EPS estimate for 2001 is only 1.8% over 2000 (and until recently, it was negative). Why is this so? Is it because the analysts are just slow in updating their forecasts, or AMD is not issuing any guideline beyond this year, or is the figure in the right ball park?

Hoa