Advanced Micro Devices - Moderated (AMD) Message Board

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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: jeff_boyd___ who wrote (15460)	10/22/2000 4:12:51 PM
From: dougSF30	Read Replies (1) of 275872

Jeff, Re: I'm long AMD, but Intel is ... 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. 6 months from now, Intel will have some number of expensive RDRAM-only P4's, then a huge hole down to 1Ghz P3's. AMD will have Mustang & friends on DDR. Does anyone have any idea what a fully equipped PIV will cost? A lot. 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'll refresh your memory. Paul Engel posted it. So you compare Paul's guess at Intel's Q1 2001 P4 volume to AMD's Q3 2000 Athlon volume... and your point is? I'm long AMD, but Intel is doing a good job of convincing me that a low PE multiple is proper. I doubt you're actually long AMD. You're trying to convince other people that a P/E multiple of 8 is legit for a company growing much faster than slow-grow Intel at a P/E of 25. Try again. Doug

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