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

To: Jefferson Prescott Dewhurst who wrote (28716)	2/24/1998 2:17:00 AM
From: greg nus	Respond to of 1572719

Dew drop, It's not suprising your model showes a boner for AMD. Problem is most tech stocks with earnings are showing a boner too! Does your model make assumptions for earning If so what are the relative values for AMd for the follwing earnings $1. $2. $3. If your model gets you to AMd @$45 bucks it should at least cover $3. If it goes higher please post. Also What assumptions has your model made for AMD solivng the yield problems? Completion date for .25u conversion. last reports places AMd falling two months behind july projections. date for return to profitability? Date for AMD abandonment of the 25% discount off Intel's. And the date for lifting the hard news blackout with analists? I don't see how AMd get to $45 without buy recommdations from analyists and for Amd is speechless in Sunnyvial and Austin. I would enjoy what ever you have to say on any of these questions! Unless of coarse you choose to hide behind your propritary intelect. Two winerys? Two wine bottles filled with Malox?