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


To: Cory Gault who wrote (10666)9/28/2000 11:14:47 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Cory, would that be the same 'garbage' as last year's run-up from fall to spring?

Doug

"How refreshing a realistic post. Instead of this, the stock price will be 3 times what it is today in 3 months garbage."



To: Cory Gault who wrote (10666)9/29/2000 9:05:24 AM
From: niceguy767Respond to of 275872
 
Cory:

"How refreshing a realistic post. Instead of this, the stock price will be 3 times what it is today in 3 months garbage."

Come see us at the end of December...Unlike you, I perceive a company that is bucking the current INTC and AAPL trends:

1. waaaay oversold at $24.
2. has leading edge products in both its major divisions
3. a current revenue growth rate of 70% and looking forward prospect of 40% in Y2001.
4. rising ASP's
5. obscene(?) profitability
6. about to deliver a 4th successive record earnings quarter which will be followed by a 5th in Q4.
7. new product introductions in 100MHz increments each month for the next 6 months leaving eating up even more of competitors ASP margins if they are to remain competitive.

Yeah, I think at least a triple is in the cards from the current level...If it happened last year without evidence of the Athy's competitiveness, imagine what can happen, when Q3 results confirm just how competitive the Athy is and how beneficial the Athy is in AMD's ASP calculation now and for the foreseeable future...The naysayers will be climbing over one another to get back in to AMD...Won't see it at these levels much longer!!!