Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 214.99

0.0%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Jackson who wrote (85998)	7/29/2002 4:15:00 PM
From: Yousef	Read Replies (3) of 275872

Bill, Re: "Yosef, Then why is Intel spinning downwards, flush style, too?" INTC is being pulled down by market in general ... INTC is undervalued because: 1) INTC is posting positive profits even in this very difficult economic environment. 2) INTC has the performance lead over AMD at this point and will so for the rest of the year. 3) INTC has been steadily taking market share from AMD. 4) When the economy turns around, INTC is in a better position than AMD to benefit from this and have much higher earnings per share. AMD is appropriately valued because: 1) Losing money now and projected to lose money well into '03. 2) Behind in performance due to either design or process issue at .13um. Not sure when this will be resolved. 3) Very dependent on UMC for schedule and yield for Barton. Also dependent for future technology generations. Could be a big disaster in the making. 4) Losing market share after struggling so long to gain some share from INTC. Make It So, Yousef

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next