Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (93090)	2/14/2000 7:42:00 PM
From: Charles R	of 1577091

<And at ~30X next years earnings, some folks are calling Intel cheap.> Yeah! And some folks are calling all kinds of Internet stocks cheap too. As the saying goes, "in the land of the blind, one eyed man is the king". Mathematically, on a long term basis, it is tough to make a case for buying a stock when the stock PE exceeds its growth rate. In this day and age, thanks to "relative valuation", no one gives a damn. <<So, realistically, where do you think Intel stock would be if AMD took 40% of the CPU market?> I don't think this is going to happen. Intel still has price as a weapon before that happens.> This, I kind of agree with. Crossing 30% is going to be tough for AMD unless Intel continues with its blunders - not something that anybody should expect. Now, first AMD needs to pass the 20% mark (could happen this quarter)

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