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 : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Andrew Shih who wrote (115418)10/31/2000 6:55:22 PM
From: Tenchusatsu  Read Replies (1) of 186894
 
Andrew, in your best-case scenario for AMD, all four of these factors must hold simultaneously:

1) AMD's ASP rises to $100 (from $91)
2) AMD's production rises more than 50%
3) The market grows at a rate which is large enough to accomodate both Intel and AMD
4) Intel stands still

Now here's what I believe:

- #1 and #2 could happen, because AMD has control over those two factors.
- #3 and #4 may or may not happen, since they are totally outside AMD's control.
- If #3 doesn't hold, you can say goodbye to #1.
- From my point of view, #4 is definitely not going to hold.

Maybe that's why AMD stock is a far ways off from where the AMDroids think it should be.

Tenchusatsu
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