Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

Jan 7 3:59 PM EST

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To: dougSF30 who wrote (215108)	10/26/2006 6:02:52 PM
From: niceguy767	Read Replies (1) of 275872

Well, Doug, it gets real interesting now! 1. INTC's CPU division produces 4 x AMD's revenues from its CPU division. 2. INTC's chipset division produces about 6 x AMD's chipset revenues going forward. At the close tonight, INTC's valuation was $125B and AMD's valuation was $10.5B, INTC's about 12 x AMD's! Something has to give! Was today's action the beginning of a more reasonable valuation alignment? ............................................................ Additionally, was today's AMD strength the beginning of the runup to $40, at which time AMD floats another 60M share issue to erase the ML $2.5B loan? ............................................................ (I'll not be surprised on either count!) ;-)

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