Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TimF who wrote (104828)	4/13/2000 12:10:00 AM
From: Dan3	Read Replies (3) of 1575761

Re: But I wan't to see the 60's again....after a 3 for 1 split... Ah, another pessimist. Well, the conservative investor is rarely disappointed. But your scenario only leads to $180 per share. Right now the market values the business that AMD and Intel are in at $400 to $450 Billion. Intel has some off track business that AMD doesn't, but that business generally loses money, so all that is important are the markets that it shares with AMD (CPUs, flash, and networking chips). AMD was near death recently and the street had pretty much written it off so its price had become very low. With AMD now clearly competitive and successful, holding a 16% market share that is growing steadily, its valuation should fairly rapidly move to between 10% and 25% of Intel's. Resulting in a share price of $300 to $750. It's been a good day :-) Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next