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

To: StockMan who wrote (33967)7/6/1998 2:27:00 PM
From: Joey Smith  Read Replies (2) | Respond to of 1574733
 
Stockman, with all that debt hanging over AMD's head and very uncertain revenue stream due to Intel price cuts, AMD's current price/book of 1.2 is way too high. I expect the stock to drop until price/book is equal to or below 1. The only thing that can keep this stock afloat is buyout rumours, but I haven't heard of any lately.
joey



To: StockMan who wrote (33967)7/6/1998 4:04:00 PM
From: Petz  Respond to of 1574733
 
S'man, re"<P,Please compute how much cash AMD will have...>
Who can figure cash? It depends on things like the timing of purchases of capital equipment for Dresden. Anyway, the low point for cash flow is past us and AMD is realizing revenues of at least $30M/week from the K6, far above interest+depreciation+R&D+direct costs.

Petz


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