Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.14

0.0%

1:28 PM EST

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To: Yousef who wrote (81393)	6/3/2002 8:08:49 AM
From: niceguy767	Read Replies (1) of 275872

Yousef: "World needs fewer chip suppliers, analyst says" "Looks like AMD is doing their part..." Yepper...Opteron is looking more and more like a world beater by the day...but on the other hand, p4, even with those world class yields (hehehe), is looking more and more like a second tier competitor with each passing day...and as Russel has intimated, INTC, as a result, is beginning to resemble a beached whale... (Imagine a $4 billion company with limited resources upstaging an $180 billion company (which used to have unlimited resources) in both its primary product categories...MirrorBit over Strappedflash and Hammer over p(etered out) 4)...Looks like Russell is onto something with his publicly expressed concern over the inflated valuation of the $180 billion company... Wonder if Hammer will be the great valuation equalizer between this $4 billion company that has upstaged this $180 billion company in product development in both flash and cpu sectors??? (Who'd have thunk it 3 years ago before the 700 MHz Athy (hehehe) but it now looks like both companies could converge towards the midpoint valuation of $80 billion over the next year or two)...Dan3 might be onto something with his MirrorBit and Hammer projections...Could AMD actually surpass INTC in market cap in the year 2002??? Something worth thinking about, especially if you are disproportionately weighted in INTC shares...

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