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

To: Yousef who wrote (28489)	2/18/1998 1:13:00 AM
From: greg nus	Read Replies (1) \| Respond to of 1572147

Yousef, what subject is of interest? perhaps a discussion can insue. for example I have loads in infor on why the Cpq/dec deal is a good deal. Cpq is one of my largest holding been buying and recommending since 26+. You gave me the impression that Dec alpha was blocking you form partaking in Cpq. If your ready for an open discussion I'm prepared.

To: Yousef who wrote (28489)	2/19/1998 8:01:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 1572147

Since the thread is dead, I will add my two cents (sense). AMD seems to be in a very precarious position. Using transaction independant analyst's estimates for sales, depreciation, etc. for three years and discounting cash flows back to present value, AMD is currently worth $8.17. Under an optimistic scenario, its intrinsic share price is still only worth $12.50, that is 34.60% below yesterday's closing price. AMD, in my opinion is quite overvalued on a risk adjusted basis. If anyone is interested in the numbers backing up this opinion, I have posted a summary of them at rcmfinancial.com