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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST

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To: Andrew Shih who wrote (15454)10/22/2000 12:31:36 PM
From: jeff_boyd___Read Replies (3) of 275872
 
AMD Pricing Advantage

Right now AMD does present a tremendous value opportunity to PC buyers, but what about three months from now? Six months from now? Its unfortunate, but it sure does seem like AMD has to not only do as good as Intel, but has to do much better in order to increase volumes.

Does anyone have any idea what a fully equipped PIV will cost?

I don't remember who posted it, but they speculated 2 million PIV units in Q1 of 2001. 2 million units. AMD didn't sell a whole lot more Athlons than that in the 3rd Q.

I'm long AMD, but Intel is doing a good job of convincing me that a low PE multiple is proper.

Jeff
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