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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: AK2004 who wrote (11037)10/2/2000 11:28:42 AM
From: porn_start878Read Replies (2) of 275872
 
1-GHz products were not expected to contribute
material revenue for 6-9 months

At least they contributed to AMD's and 1GHz+ will be approximately at least a half of AMD CPU revenues in Q4 if not more. I repeat it : Q4 will be the most profitable window for AMD.

Now Wall Street has a decision to take :

#1 They continue to block their ears and shout Intel's supremacy loud, and continue to close their eyes on the fact that journalist no more talk Intel without mentionning AMD which is the first symptoms of the duopoly syndrom.

Consequences : Intel will continue to deceive them Q after Q and they'll blame all the PC market. This will cost them Intel's devaluation AND OEMs and other PC market member's devaluation. That's the most costly situation for everyone.

#2 They finally concede that AMD is now THE other big player in the CPU market and attribute Intel's deceiving performace to AMD's penetration.

consequence : Then they'll have to suffer only Intel's devaluation (probably less than the one in #1 given that mighty Intel probably has some rabbit in such a huge hat). AMD will be revaluated to at least an Intel level PE (33 to 40), reajusted Q after Q given AMD's impressive growth. The OEM and other PC market members's valuation may even rise given that competition always create a better pricing environment.

The most likely is that some will react according to #1 and some others to #2...

Max
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