Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.28

+4.0%

Feb 2 3:59 PM EST

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To: Neil Booth who wrote (34673)	4/3/2001 11:12:20 AM
From: that_crazy_doug	Read Replies (1) of 275872

<< On what evidence do you base that assertion? >> Primarily by common sense. There are a few premises involved. 1) Companies who repeatedly obtain their stated objectives build a reputation of integrity and trust with investors. 2) If two companies participate in the same industry and both have similar outlook, the one the better reputation will command a higher multiple. 3) The analysts are the most powerful of the people who the companies must gain trust with since a) They often represent many investors and b) They are considered the experts in the field. We could get very nitpicky about it, but I'd be very curious to hear the counterargument. That companies that aren't trustworthy tend to command higher multiples then ones that are. If you have another theory as to why AMD has always underperfomed it's peer companies, I'd be interested to hear it.

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