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: maui_dude who wrote (87935)	9/9/2002 11:31:39 AM
From: dhellman	Read Replies (1) \| Respond to of 275872

"replace" K7 in the ... "mainstream" ... 3rd Q I take that to mean that K8 will be the sweet spot by 3rd quarter, where the 2000+ or P4 2ghz is today. I believe one of the roadmaps called for 4000+ K8 by the end of next year. I still expect more K8 than Itanium to be sold this year. (aiming low I suppose) d

To: maui_dude who wrote (87935)	9/9/2002 11:32:34 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Maui, (based on 0.9x estimated 2003 book value of $8.07 per share). So, it is based on nothing. 0.9x is totally arbitrary. Also, this assumes that AMD's book value drops from the present $10.45. Applying the arbitrary 0.9x book value multiple to Intel gives 0.9 x $5.34 = $4.8 per share. Pravin.