Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (61932)	6/16/1999 1:32:00 PM
From: kapkan4u	Read Replies (3) of 1573429

<Chuck - re: Most forecasts call for about 20% CAGR in x86 microprocessor market. So, for the next year or so, if Intel can hold their ASPs, it will in effect remain 0% growth company even if AMD sees 20% growth in market share. Things could be worse or better depending on Intel's pricing and AMD's execution.> A company with 0% growth and no dividends does not deserve a P/E of 30+. Even a hint at slow or no growth will send Intel's P/E into 15- territory. Which by the way is close to the historic average for INTC. Kap.

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