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 : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dougSF30 who wrote (15475)10/22/2000 5:59:41 PM
From: jeff_boyd___Read Replies (1) of 275872
 
"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."

No, I actually am long AMD. Just trying to better understand why the market ascribes a P/E of 8 to AMD. I don’t claim to know much about the PC business, but there are many people here who do.

Obviously it is the fear of PIV and just Intel in general. I read the posts of people who post here (people who I greatly respect), but yet I'm just not quite convinced that AMD is just fine. Jerry made the comment about being relatively uncrushable a couple of quarters ago and I believe it is true, but I take that to mean they can’t grind them into bankruptcy. The new FAB isn't the only reason AMD is building cash IMO; it is also an insurance policy in the event Intel decides to not allow AMD the additional market share. I don’t want to hold AMD if they are operating at breakeven status and I doubt you do either.

I think AMD is one of the few tech companies that isn’t terribly overvalued, but I've been around long enough to know that their fortunes could decline again; they could also soar too if the PIV is a failure.

Jeff
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