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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: John F. Dowd who wrote (164916)5/5/2002 12:06:31 PM
From: Dan3  Read Replies (2) of 186894
 
Re: No one has still given me an example of a value (small or cap stock) that has the prospects of an INTC or MSFT

Take a look at AMD.

Seriously.

AMD and Intel look to be the last two standing in CPUs, flash, and embedded processors. Intel's market cap is 50 times that of AMD, while Intel sales are 7 times those of AMD. Intel's share of the CPU and embedded markets is much larger than AMD's, but AMD has been closing the gap during the past 3 years. Intel and AMD/FASL have about equal shares of the flash market.

Intel sales have been flat since 1998, while AMD's have grown significantly.

If any kind of a recovery gets going, both companies will benefit, but AMD has much more room to rise.

Holding a mix of Intel and AMD shares is an interesting hedge. Intel probably won't do too badly no matter how bad the economy gets. If things get better instead of worse, AMD has excellent prospects for a 6x increase in stock price. Intel at a market cap of $250 billion and AMD at a market cap of $25 Billion doesn't seem too unlikely if the second half shows a lot of improvement. That would put Intel at about $33 and AMD at about $65.

If markets implode again, Intel probably wouldn't drop much below $20 but AMD could fall to $5.
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