Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: f.simons who wrote (123549)	9/6/2000 10:29:40 PM
From: niceguy767	Read Replies (2) of 1570843

frank: Don't know about any impact of any downturn on AMD...I'll bet AMD produces a 4th succesive quarter of record earnings, something I'm not confident in predicting for Intel...As well, AMD's Q3 earnings are likely to be some multiple of Intel's like 2 or 3 times Intel's Q3 eps...The market just won't buy Intel's "future-if-ever" promises much longer...not when they can purchase AMD shares at 1/2 the price when AMD has triple the current growth rate and 1/3 the multiple based upon current year eps estimates...Just doesn't make sense, Frank...The AMD dam is about to burst...Trust you're weighting your INTEl/AMD portfolio in favour of AMD at these relative pricing levels...

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