Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 210.78

-4.8%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (21139)	11/30/2000 12:11:49 PM
From: redbird	Read Replies (4) of 275872

Assumptions: AMD has a 17% market share. AMD expects to get a 30% market share INTC has an 83% market share. INTC expects to get a 85% market share The market growth is slowing down, but the market is not shrinking. INTC is priced based on current earning ($20) + future growth ($24). AMD is priced base on movement in INTC (INTC * .5). AMD's price does not take into account earnings or future growth. The Current Market: The market growth is slowing, so INTC's price goes down, so AMD's price goes down. What I believe the market will wake up to: AMD's earnings alone make it worth $27 ($2.50 EPS * 15 PE) AMD is gaining market share, INTC is loosing market share. AMD's future market share * future market value is greater than AMD's current market share * current market value (even if the market were shrinking). AMD's price based on earnings ($27) + future growth ($33) is $60 Still holding. Considering buying some leap options now. Redbird

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next