SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rsi_boy who wrote (65141)12/7/2001 11:45:43 AM
From: Dan3Read Replies (2) of 275872
 
Re: Make sense to cover at this point

I'm not so sure. The market had priced in Intel crushing AMD, and cut AMD's share price to less than half that of Intel's, and AMD's market cap to less than 3% of Intel's market cap.

Now that it's become clear that AMD is continuing to gain in the CPU market, the two stock prices should move back to near equality fairly quickly.

This may result in both moving to the $15 to $20 range as it becomes clear that this price war will continue to go on indefinitely, but, IMHO, it is more likely that both will move to $30 to $40 as the economy improves.

Either way, dumping AMD at $17 right now isn't a slam-dunk decision.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News