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

To: that_crazy_doug who wrote (15603)	10/23/2000 4:47:54 PM
From: rsi_boy	Read Replies (1) \| Respond to of 275872

re: "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" Last quarter, flash sales were up 17%, CPG revenues up >10%. Topline revenue was only up 3% because of lost revenues from communication sale. Year over year quarterly revenues were up a ridiculous 182%. The latter number is not sustainable but remember we're only looking for an averaged 40% growth rate. Thanks to AMD's solid product pipeline and the continued ramp of Dresden, I think this is easily achievable over the next four quarters. It's up to the market decide what multiple that kind of growth is worth... all I ask for is a meager 50-60 share price before I take profits <g> t.