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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (97426)3/8/2000 2:29:00 PM
From: tejek  Read Replies (2) of 1572102
 
There are PLENTY !

Broadcom, SSTI, Anadigics, Analog Devices, Vitesse, Altera, Xilinx, etc., etc.

Note - most of these DO NOT have the "luxury" of having a disastrous LOSS and LOW in 1999 that AMD had (SSTI excepted) which makes it VERY EASY fir AMD to show year-over-year growth.

Paul,

Now you are starting to sound like me except you are using my argument against AMD. Out of curiosity, I checked Q4's YOY rev growth for each of the companies you mentioned above. The rates are as follows:

SSTI 167%
Bdcm 129%
Anad 78%
Adi 63%
Xlnx 54%
Altr 38%
AMD 23%
Intc 8%

Note the only company with single digit rev growth. At 23% it seems AMD is in better company with the hi-fliers than INTC.

In addition you make a good point re AMD having a low in 1999; that made AMD as good a buy as some of the other faster growing companies like Altr. AMD has been a triple since my first buy in June, 1999.

You have to admit Intc is looking a little pitiful with its single digit growth.

ted
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