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

To: Reginald Middleton who wrote (28707)	2/23/1998 7:40:00 PM
From: Profits	Read Replies (2) \| Respond to of 1572629

Reginald, Blah Blah Blah. You are full of crap! #1 Look at what the Sell Side Analysts are projecting for AMD earnings in 1998 #2 Look at what the Buy Side Analysts are projecting for AMD earnings in 1998 (i.e. Look at what the Mutual Fund Managers are buying) #3 Look at what AMD management is projecting for AMD earnings in 1998 and take an average of all three #4 Use the PE's of the following companies in my analysis and compare the PE's (AMD, Intel, National, Texas Instruments, Motorola, Signetics, Harris, Lucent, Atmel, Lattice, Altera, Xilinx). That should represent a large enough sampling of the semiconductor suppliers - many of whom compete in the same markets as AMD. #5 Determine their PE ratios and get an idea of where the PE ratios for this sector range. The average PE ratio should give you a reasonable idea of where AMD's PE ratio should be. #6 Do the Math.....This will give you a much more accurate idea of the price range for AMD stock than some stupid formula you got from a college book. #7 Please throw away your college books. Based on your posts here lately, you seem to be very wet behind the ears Profits

To: Reginald Middleton who wrote (28707)	2/23/1998 8:13:00 PM
From: AK2004	Read Replies (2) \| Respond to of 1572629

Regy "Value = market value of assets + the present value of future cash flows adjusted for the oppurtunity cost of the capital used to generate those future cash flows (this is a fancy was of saying risk)." Did you arrive to that brilliant conclusion all on your own :-)). Fair value of a company, as it defined in all finance books starting from fairly primitive upto very advanced, is equal to the present value of the future cash flows and that is it. Wait a sec was not that you who mentioned the fairly primitive CAPM present value of dividend approach that you use in your model. While CAPM is fairly primitive the basic definition did not change since the beginning of time or beginning of CAPM if you prefer. Tell me, Regy, does anyone really buying your consulting services. :-)) With such an advance knowledge of bazz words ..... I love your fancy words for risk he-he-he-he-he. Do you invent this BS as you go or actually think that whatever you're saying makes sense? Just curios