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

To: eplace who wrote (22274)	12/12/2000 1:47:56 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Ed, <Charles, Pravin and Kash have both said that it looks like flash may save the quarter from being a total disaster.> There is no question about this. <I think flash could provide AMD with over 40% of revenues next year if the MP chips don't pick up. > I think Flash may be 40% of the business even if the MPU business picksup. <Does this latest chain of events change your mind about spinning off flash?> Here is a group that continues to exceed expectations but does not get valued accordingly. Flash, in my estimate, is contributing to about 30-35 cents of the profit in Q4. How much would you value a business with forward earnings of ~$1.50 and is growing at 10%+ every quarter? In other words, it reinforces my thinking on why flash should be spun off. Chuck