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

To: rsi_boy who wrote (15590)	10/23/2000 3:34:17 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< I'm ready to sell once AMD reaches a valuation in the PE range of 20-25 (assuming consistent 10% sequential revenue growth). At this point, depending when it occurs, AMD might still have a lot of upside left but would no longer be so shockingly undervalued. Even then I might keep half my shares selling the rest to take a profit and look for other opportunities. >> If we could get consistent 10% sequential revenue growth I'd hold out for at least a PE of 40, since that'd be over 40% annualized growth, and 40 would be the minimum fair market value. Of course, I don't think we hit the 10% number last quarter, and I'm maybe not in Q2 either.