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 : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brian Hutcheson who wrote (36440)10/13/2000 3:30:03 PM
From: Steve Lee  Read Replies (2) of 64865
 
"SSTI is 3 times the P/E and P/S of AMD"

SSTI is a leader in an industry where it is not only sold out but is sold out at rising prices. It also makes money on products sold by competitors thru its patent suite.

AMD is the high cost/low price competitor in a market it shares with a gorilla, and a market that is slowing and headed for massive overcapacity, not in a few months time - but right now. It got lucky with the athlon by introducing a new architecture at the same time Intel was getting the last out of its years old architecture, and at a time when Intel could not satisfy demand. That was a unique set of circumstances that might come along again in the next ten years, but in the meantime - it's single figures I reckon...
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