Advanced Micro Devices - Moderated (AMD) 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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: AK2004 who wrote (3647)	8/4/2000 11:19:59 AM
From: Charles R	Read Replies (1) of 275872

Albert, <that is not true at all. Even if we agree on a strong average growth over the nearest future that does not imply that it is non-cyclical. Simple example is us economy which got healthy average growth and will continue to grow yet there are so called "cycles". > If you are saying the growth is not smooth, I agree but that is different from saying something is cyclical. One way to check if the x86 market has been cyclical is to see what the standard deviation to the growth was in the last 10 years. My bet is it is somewhere within 3-5% (on a base of about 20%). Hardly cyclical. On the other hand 3-5% variation on a consumer/commodity company growing at 8-10% a year could be called cyclical. Another way to look if the market is cyclical is to look at ASPs. x86 ASPs have varied less than 20% in the last decade. Lot of cyclical products have much more dramatic price fluctuations. A large part of this can be attributed to Intel being a near monopoly but that does not change the basic argument. Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next