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

To: combjelly who wrote (128384)11/13/2000 12:50:41 PM
From: tejek  Respond to of 1583492
 
"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.


Comb,

What's funny about Estephen's projections is that you would think that RMBS was going to be used with internet routers rather than a product also using AMD's chips. Its simple economics....if RMBS's revenues are improving, then so should AMD's.

I guess that relationship is beyond him.

ted



To: combjelly who wrote (128384)11/13/2000 12:54:33 PM
From: Estephen  Read Replies (2) | Respond to of 1583492
 
"And why do you persistently believe that AMD should have a P/E of 1? "

1.) AMD has invested heavily on an unstable technology for their next generation platform (DDR).

2.) AMD has no new core for their next gen. processor till winter 2001. P4 will dominate the market.


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