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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?


To: Robert Walter who wrote (3806)1/14/1998 2:47:00 PM
From: StockMan  Read Replies (3) | Respond to of 6843
 
Robert aka bobby,
Re -- AMD's book value is $14.40 per share ..

Look at the real book value (equipment has depreciated in value since 1994). Add to that the debt (Nus's senior debt notes, dresden, bank loans etc..). You will be lucky to get $2/sh. I was being generous at $4/sh.

Stockman



To: Robert Walter who wrote (3806)1/14/1998 4:01:00 PM
From: Ali Chen  Read Replies (2) | Respond to of 6843
 
What Europe thinks about the castrated P-II-SX:
heise.de

"But only the result of BAPCo that is based on real applications,
is actually relevant in practice. Here even the Pentium-II-SX
with 300 MHz ran about 20 percent slower than the K6-233. Things
looked a little bit better in the game benchmark, where the
Pentium-II-SX-300 only missed the K6-233 by 5 percent. This does
not change the end result, however: a Pentium II without L2 cache
does not have chance of keeping up with a fast 586 processor like
the K6-233. Whoever believes that such a CPU offers good
performance for little money, is in total denial."

"..customers should be careful about buying a supposedly cheap
Pentium-II computer next year. If this `bargain' actually contains
a castrated Pentium II, the price must be extremely good to compare
to the price/performance ratio of a Socket 7 computer with L2 cache."

Regards,

Ali