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: Milan Shah who wrote (18358)	11/9/2000 2:01:16 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Milan: The "smacking" the overall market is currently undergoing tends to make even a rose smell bad...Incredibly positive outlook where $90 ASP's, 22% Y2001 growth, 80% Fab 30 production at 1 gig and upwards, affirmation of $4.8 billion in Y2000 revenues, flash sold out as far as the eye can see are the most conservative estimates that AMD management can come up with...Don't be too hastey in discounting the possibility of Y2001 ASP's well above $100, revenue and earnings fgrowth well above 22% and Y2000 revenues of $5 billion or better...In another general market environment, AMD trades at multiples of the current $21...General market environments change like the seasons...AMD's fundamentals are too strong to remain concealed by negative market sentiment much longer...

To: Milan Shah who wrote (18358)	11/9/2000 3:38:10 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 275872

<< Wouldn't this be a better strategy? Or is the simple fact that they don't have capacity to support being in that role just blow a hole through this strategy? >> The main thing that blows a whole in it is that business's don't trust AMD.

To: Milan Shah who wrote (18358)	11/9/2000 6:37:18 PM
From: fyodor_	Respond to of 275872

<Milan: For me the biggest disappointment is the statement about flat ASPs, and the mention that AMD's ASPs are $90 vs $200 for Intel.> Well, we knew that. Of course, that doesn't make it any nicer, but it didn't exactly come as a surprise. Until AMD gets some serious low-end socketA boards, Duron prices are going to be very, very low. Sanders said he fully expected VIA to ship their KM chipset (or whatever it's called) in production quantities this Q. I also think AMD has a serious problem with product differentiation - similar to what Intel had with the Celeron and P2 way back when. Hopefully, this will change as well. That's what I took the "Morgan will be 1 quarter behind Palomino" to mean, anyway. -fyo