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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (120755)7/24/2000 8:32:13 AM
From: f.simons  Read Replies (1) of 1572969
 
>>I am surprised at the investor sentiment that let's these kind of growth rules not apply to some companies. Can you tell me why that is?<<

Chuck-

Different rules apply to different companies because companies are different. AMD has ridden the big wave on a change in its prior performance, a change that was seen as continuing for at least a while. Intel is a more mature company, steadily grinding out billions in profits and you are unlikely to see a wave as big there. Nothing wrong with either model. Revenue growth is a huge part of AMD's recent market success. That has slowed. It has slowed for a lot of reasons, but one of them, consistently ignored here, is that you can't double and triple revenues every quarter. It is impossible. As companies grow, growth becomes more incremental percentage-wise.
Intel has its own set of concerns, and they are different from AMD's. In fact, I am a little puzzled as to why you would expect investors to use the same factors in evaluating these two companies.

Frank
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