SI
SI
discoversearch

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 240.58-2.5%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pravin Kamdar who wrote (7348)9/1/2000 8:32:20 PM
From: niceguy767Read Replies (2) of 275872
 
Pravin:

Like you I'm excited about what is in store for AMD and their investors over the next 12 months...It seems with kumar's publicly stated Intel discontent and now PC mag's positive AMD reviews, that AMD is about to receive the market kudos it deserves...Looks to me like the tide has finally turned, 12 months after the fact, and public media patience with Intel's unfullfilled promises since Oct. '99 is worn out...AMD has delivered the goods and is the goods and the public is finally taking notice...and why not with a current 70% growth rate and p/e multiple of 11 which compares all too favourably with INTC's growth rate of 17% and p/e multiple of 40...OK, OK, INTC is 50 times the size of AMD and has an enviable track record...but AMD's growth rate is 3 times that of INTC's and AMD's p/e multiple is 1/3 that of INTC's and the companys, at the moment, appear headed in opposite directions...All things equal, AMD should be trading at 6 times its current price...One can easily make the case that AMD isn't Intel and so shouldn't be trading at 6 times its current level...but given comparative diverging production performances over the past year,one can also easily make the case that AMD should at least be trading at a conservative p/e of 20 to 30 or at par with INTC...(Personally, I think one can make a strong case, given current AMD performance, future prospects and outstanding product line, that AMD should be trading at a sizeable premium to INTC...)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News