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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST

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To: jeff_boyd___ who wrote (23581)1/2/2001 12:04:08 PM
From: AK2004Read Replies (1) of 275872
 
Jeff
very often companies are rated by availability of the financing and from that stand point of view Intel is unbeatable but what sometimes is ommited is the words like "all things equal". Things are not equal.

AMDs growths rate is sustainable and Intels is not.
AMDs profit margin requirements are lower than Intels.
AMD is not starving for financing, 1st time in a long while

Regards
-Albert

ps take a look at the report that I will post next with amd's expected growth of 19% vs Intels 11%.
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