Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (107646)	4/24/2000 6:22:00 PM
From: minnow68	Read Replies (2) of 1574342

Tenchusatsu, You wrote "...doesn't begin to do justice to the Coppermine ramp" The ramp can be a technical triumph and still fail from a business perspective. Consider that even after AMD's rise and Intel's fall in stock prices, Intel's market cap is 31.9 times that of AMD. AMD sold 1.2 million Athlons in Q1. To justify this market cap differential, Intel should have sold 38.29 million Coppermines in 2000Q1. Did Intel sell this many? AMD has projected that they will sell at least 1.8 million Athlon's in 2000Q2. Will Intel sell 57.4 million Coppermines in 2000Q2? I suggest that the market cap ratio of Intel to AMD will continue to shrink. Mike

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