Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 258.71

+2.0%

2:44 PM EST

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To: Paul Engel who wrote (42869)	6/6/2001 8:41:41 AM
From: niceguy767	Read Replies (1) of 275872

Paul: Mr Ruiz stated with respect to the prospects of PC recovery: ``We are seeing a little more activity ourselves and evidence from what customers tell us.'' Sounds to me like AMD's Q2 could be a bright light amongst the techs, particularly relative to INTC...Also sounds like AMD's leading edge product lineup is resulting in leading edge profitablility!!! Imagine Paul, if AMD's revenues can increase in Y2001, as Mr. Ruiz suggests they will, (by the way, what did you say INTC's Y2001 revenue growth rate would be???), then what AMD's revenues will grow by in a reasonable economic environment... With the leading edge Athlon 4, and leading edge server/workstation products to fill out its new product portfolio by the end of Y2001, a projected AMD 5 year revenue growth rate averaging 25% looks almost conservative, wouldn't you think??? (By the way, what 5 year average growth rate are you projecting for INTC???). Price is normally a function of profitability (i.e. eps) and projected growth rate...On both counts AMD far surpasses INTC, which strongly implies that the AMD/INTC current share price ratio of 1/1 is about to undergo a significant change which by year end should see a 2/1 or 3/1 ratio in favour of AMD, wouldn't you agree, Paul???

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