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

To: Jim McMannis who wrote (21139)11/30/2000 11:45:56 AM
From: Daniel SchuhRead Replies (1) | Respond to of 275872
 
In large part because my pal Al is acting like every Republican that's lost a close election in the past 10 years? It's a little different, of course, since all those whining Republicans actually lost in the popular vote. Flame away, Jim, though I wish you'd go do it with Dick.



To: Jim McMannis who wrote (21139)11/30/2000 12:11:49 PM
From: redbirdRead Replies (4) | Respond to of 275872
 
Assumptions:
AMD has a 17% market share.
AMD expects to get a 30% market share
INTC has an 83% market share.
INTC expects to get a 85% market share
The market growth is slowing down, but the market is not shrinking.
INTC is priced based on current earning ($20) + future growth ($24).
AMD is priced base on movement in INTC (INTC * .5).
AMD's price does not take into account earnings or future growth.

The Current Market:
The market growth is slowing, so INTC's price goes down, so AMD's price goes down.

What I believe the market will wake up to:
AMD's earnings alone make it worth $27 ($2.50 EPS * 15 PE)
AMD is gaining market share, INTC is loosing market share.
AMD's future market share * future market value is greater than AMD's current market share * current market value (even if the market were shrinking).
AMD's price based on earnings ($27) + future growth ($33) is $60

Still holding. Considering buying some leap options now.
Redbird



To: Jim McMannis who wrote (21139)12/1/2000 2:53:43 AM
From: Paul EngelRespond to of 275872
 
Re: "It was so easy for the AMD faithful to explain the Intel and Dell warnings away by saying it was an "Intel" problem. Athlons were selling like hotcakes you said...
Now Gateway...well Gateway is a big AMD user....so it IS different....and not good for AMD. But they did say "holiday sales". And that's since the election."

What are you bringing up FACTS for?

You want the Spry One to have a coronary?


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