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Strategies & Market Trends : The Thread
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To: DebtBomb who wrote (29779)1/24/2001 9:00:48 AM
From: Bryan  Read Replies (2) of 49816
 
That looks to be aimed at the boxes and notebooks.
Interesting to note though:

 "Prices on the Pentium 4 will fall by more than 20 percent,
 pushing the chip deeper into the mainstream desktop PC
 market. That cut, along with Pentium III and Celeron
 discounts, will also bring Intel's chip prices more in
 line with those of rival Advanced Micro Devices. In recent
 months, prices on similarly configured AMD systems have
 been on average about $150 cheaper than their Intel
 counterparts."


Looking at AMD:

Price/Book (mrq)     2.09  
Price/Earnings (ttm) 7.28 
Price/Sales (ttm)    1.61  

Debt/Equity (mrq)    0.41  
Total Cash (mrq)    $1.29B 

Shares Short        26.7M


Might be worth picking up some short term calls. If INTC is putting out a signal that the competition is that fierce, it should bode well for AMD. No?

-B
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