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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (86590)1/11/2000 8:09:00 PM
From: kash johal  Read Replies (1) of 1573433
 
Ted,

Re:"valuation metrics"

I agree with you.

If intel has topline growth coupled with its high margins its stock price would be higher.

If indeed they slash prices, lowering top line sales but are able to maintain profits the stock would be valued at a lower price.

The reason is that slashing prices while growing margins is possible but only for a short transition period ie moving from 0.25 to 0.18 micron and hence lowering costs. Longer term it is clearly unsustainable to achieve this on an ongoing basis.

regards,

Kash
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