Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: dale_laroy who wrote (14006)	10/15/2000 10:20:09 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

dale: "Perhaps, if the financial institutions are blackballing AMD, this means that they believe AMD has a real chance of bankrupting Intel should they be left to their own devices." Comment: When one reviews the facts comprising AMD's performance ascendancy over the past year: 1. world leader in flash production with a "who's who" customer base havine spoken for supply through Y2001. 2. world's best price/performance microprocessor in the consumer marketplace at any/all MHz level and a state-of-the-art fab in Dresden cranking out cu. 3. 4 successive quarters of record revenues and earnings and a projected revenue growth of 25% (very, very conservative, imho) for the foreseeable future . it is difficult to rationally value AMD under $50 per share by any performance yardstick, especially when comparing the same performance yardstick to any other company in this sector... In this scenario, it is difficult to conclude anything other than that a dark "invisible hand" is at play...Many possibilities exist as to the source of the motivating force behind such a dark "invisible hand" but, no doubt, the nature of concern is "security and money"!