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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: UnBelievable who wrote (50512)12/26/2000 4:16:31 PM
From: smchan  Read Replies (2) of 436258
 
INTC, IBM, and MSFT are now considered value plays with PE's from 20 - 24.

Then what do you make of AMD (5.4 PE) and SNDK (8.35 PE)?

It would seem to me that AMD, INTC, and MSFT are all in the same boat: PC's. (I realize MSFT is a software company but their sales ought to more or less track to the PC industry. I eliminated IBM because they are much more than a PC maker.) I can't understand why INTC is not down further considering where AMD is currently priced.

Sam
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