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

To: Paul Engel who wrote (23252)	12/23/2000 3:27:06 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Paul: "That 12 month trend ended about 6 months ago !!!" For whom??? Seems to me one year ago AMD forecast 10 to 12 million Athys in Y2000...Looks like they'll be on the mark, and to boot,post a profit, excluding capital gains of somewhere around $2.50, a not insignificant earnings improvement from one year ago when AMD posted a sizeable loss...Sure looks to me like AMD is trending strongly positive year over year...Wonder how their competitors are trending year over year, excluding capital gains??? As you have pointed out correctly, there has not been much product evolution in the retail marketplace over the past 6 months, aside from the recent Duron chipset intros...Perhaps, Paul, just perhaps, AMD has no need to hurry product evolution, given that their 10 to 12 million Athy Y2000 goal will be achieved, and given the favourable price/performance gap between current AMD products and those offered by their competitors...AMD's current products in the PC space are gaining consumer favour owing to their price/performance advantage...Next target, the mobile space? AMD just needs to take it one step at a time...After all, it has been a wholly successful strategy based upon the past 12 months performance...Paul, it looks like AMD's eps in Y2000 will double that on INTC's, either including capital gains or excluding capital gains...Who'd have thought that possible...If memory serves me correctly certainly you didn't, although you did filch on our proposed bet in this regard 12 months ago, didn't you??? Maybe we should revisit comparative eps estimates for Y2001??? Do you really think that INTC's Y2001 eps will be greater than AMD's??? Bet you it won't be??? Just no chance once of that happening once AMD introduces its new and evoluionary products in the mobile and server sectors and once AMD's DDR/Athy combo and palomino intros occur...