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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Estephen who wrote (128381)	11/13/2000 12:21:02 PM
From: combjelly	Read Replies (2) \| Respond to of 1583412

"Rambus is very under value." Oh? Is there some reason to believe that Rambus will actually have a P/E in the next 3 quarters? Any reason at all? And why do you persistently believe that AMD should have a P/E of 1? I mean other than gut feel.

To: Estephen who wrote (128381)	11/13/2000 12:23:50 PM
From: zsteve	Respond to of 1583412

Estephen, if u think rmbs is very undervalued, you should buy more rmbs when it's tanking. you do not need to come here to hype it, just buy, buy and buy (your undervalued rmbs). but, i'll still buy "overvalued" AMD anyway. be a man, buddy.

To: Estephen who wrote (128381)	11/13/2000 12:55:11 PM
From: jcholewa	Respond to of 1583412

> AMD is considerably over valued at 20 per share considering their 9 month outlook. Rambus is very under > value. The teamddr journalist have done their job of disinformation well. But, TIME wounds all heels. AMD is > heading straight for single digits and rambus is going to triple digits. Hmm. I cannot comment about RMBS since I do not know info on its current market cap and soforth, but are you sure that your information wrt AMD is accurate? I ask because, well, applying a standard industry PE ratio, you would find that if AMD's profits were reduced by about 70% on average for the next nine months, their valuation should be around where it is now. Do you disagree? -JC