Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (81258)	11/28/1999 3:28:00 PM
From: Dan3	Read Replies (1) of 1572580

Re: And to think, elmer thinks I'm optimistic... That was, of course, an upper boundary for the end of next year. But not particularly wild eyed. If Dresden is even moderately successful, AMD should succeed in capturing a fifth to a quarter of the year's CPU profits, with Intel gaining the lions share of the remainder and VIA picking up a little. Being much more of a pure semiconductor play (CPUs and flash), AMD is a better candidate for a high multiple than Intel (which is becoming a sort of hi-tech conglomerate). AMD will have demonstrated a far higher growth rate and has far smaller expenses. I don't see a market valuation 1/5 that of Intel's to be particularly extreme. Lots of things could happen between now and then to dampen this rosey scenario, but the trend since last August has been pointing this way. Regards, Dan

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