Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: niceguy767 who wrote (82903)	6/19/2002 11:50:40 AM
From: chomolungma	Read Replies (3) of 275872

Let's see what INTC's q2 results say before waving any white flag... I just don’t get it. I read these boards and AMD stockholders seem to take some sort of comfort in their losses if Intel is suffering too. Is this any reason to invest in a stock? I have read several times that AMD is cheap because when it’s compared to Intel using any standard valuation tool, it is a fraction of Intel. But for AMD to sell at Intel like valuations, it would require that AMD become Intel. And for AMD to become Intel, it follows that Intel would have to become AMD. Do you follow? What if, for example, AMD did gain 50% market share? In this type of duopoly, the profit margins would be more like airline profit margins, not the profit margins Intel saw in the 1990s. So it’s a no-win situation for AMD. Even if they succeed, the shareholders don’t win. Who came up with this business plan? It’s the most absurd model I’ve ever seen.

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