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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (26693)	12/12/1997 11:29:00 PM
From: Brian Hutcheson	Respond to of 1573092

Thanks Jim for the BW articles , the main article sure makes interesting reading . I hope for the Intel investors point of view those estimated growth rates are incorrect , UBS estimates only 7.6% earnings growth next year that could drop P/E to as low as 7.6 . That would really wallop the stock and not do much good for tech stocks in general . regards , Brian PS that being said IMHO '98 will be a year to pick stocks that have potential to grow faster than the industry . AMD is my pick in that category since I believe yield is rapidly improving . The price drop in 233s indicates improving yield plus other reasons .