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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST

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To: bacchus_ii who wrote (11073)10/2/2000 2:03:21 PM
From: AK2004Read Replies (1) of 275872
 
Gottfried

no doubt about the fact that intel is overvalued relative to amd. The question was rather if amd's pe should be the same as intels.

I am a bit confused by Tens unit shipment for intel per quarter and amd's market share. If intel ships 35 mil and amd ships 7 then amd's share is less than 20% rather than 30%. I think that 30% is Jerry's target for the next year

Regards
-Albert
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