Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: maui_dude who wrote (63836)	11/16/2001 12:50:25 PM
From: milan0	Read Replies (2) of 275872

Maui re: "Funny you didn't ask the same question about AMD shares."[How can Intel shares go higher?] Because the post I was responding to (#63816) said: "the global volume of the new PC sales is expected to rise by only 5% next year to make 129.6 million units..." Because, on my Yahoo screen, Intel's P/E is 57. Maybe also because Dell, who made the comment referred to in my post, sells more(!) Intel CPUs than AMD's? And Dell's big business market is also Intel's strong hold, isn't it? In your post #63840, you write: "...with Dell prediction about unit shipment for Q4 be flat is incorrect." Wow! Fact: Dell's grasp of the markets is more accurate than yours<g>. I won't argue further on that one! "I know, I know, it's because AMD will eat Intels lunch (-:" Yeah right, with the P4 and the Itanium 'sighting', because of that too! Mike PS. I don't think AMD's share will go much higher either,... for now.

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