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: Daniel Schuh who wrote (20954)	11/29/2000 1:29:17 PM
From: jcholewa	Read Replies (4) \| Respond to of 275872

According to my numbers/estimations, AMD passed just within a hair of a 6.00 P/E today. Right after they signed yet another long term Flash agreement. Right after the media pretty much unanimously agreed that the Athlon is not necessarily inferior to the Pentium 4 (which was one of the prime reasons why AMD stock has been devalued, though I'm not really too surprised that it didn't leap on that recent news). With positive guidance for demand and capacity increases. With all of the DDR and LDT hype. With AMD finally getting an integrated platform with which they can keep their low end chips at a more reasonable ASP. With a "next generation" K7 product, which will allow both faster desktop offerings and -- finally! -- decent mobile offerings, right around the corner. And volumes increasing rapidly (even a modest disappointment compared to guidance here would mean strong unit shipment boosts in Q4!). Not to mention SiS and ALi K7 chipsets finally getting to the stage where people are posting benchmark reviews of them. Regardless of the performance (the SiS seems decent, but I haven't checked on the ALi), this means more infrastructure support. Of course, it couldn't possibly matter than nVidia is planning to deliver a K7 chipset before a P6 or P4 chipset. And 64-bit doesn't seem to mean anything from a hype perspective anymore. And nothing catastrophically bad has happened to the company in quite some time. No recalls, no errata controversies, only really a lingering idea that they could expand faster than they are already expanding if infrastructure could expand just as quickly. Granted, I know that AMD's laissez-faire position on analyst rumour mongering hurts the situation some, but all this seems rather ridiculous to me! :O Bah, I just needed to get that off my chest. I'm feeling better now. :)     -JC