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

To: TBF who wrote (43709)	12/21/1998 1:01:00 PM
From: Brian Hutcheson	Respond to of 1572619

Tom , re. forward earnings Are the internet stocks trading on next quarters earnings ? The answer is obvious , where there is a huge potential , investors anticipate earnings even more than a year ahead . The reason being that when these earnings are realised then the stock price has already built these earnings into it . If AMD produces K6-3 and K7 in good volume in 1999 , the earnings could far exceed their previous good years in 92-94 where they achieved $2.49 , $2.24 and $2.92 a share. Just using these eps figures would justify an $80+ stock price in '99, The PC market is much larger now than the early '90s and AMD's designs are far superior coupled with 2 state of the art Fabs which they did not have in the early 90 s. Brian

To: TBF who wrote (43709)	12/22/1998 11:50:00 AM
From: Yousef	Read Replies (1) \| Respond to of 1572619

Mr. Forbes, Re: "I am impressed with the technical knowledge of some of you guys ... earnings must approach $2/sh in '99 to justify a $40/sh price objective." This is a very good point that has "bothered" me for the past two years. AMD has gained tremendous market share at the "low-end" and only been able to make 1 penny profit in Q3 ... Not good, IMHO. Eventually MM's will figure this out ... then, watch out below. BTW Mr. Forbes, please be careful posting to me ... or ... Ali will be all over you like a "bad tattoo". <ggg> Make It So, Yousef