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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%3:59 PM EST

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To: Joe NYC who wrote (118245)4/3/2004 4:35:45 PM
From: niceguy767Read Replies (2) of 275872
 
Jozef:

Please thank BUGGI for the SB report and his ng advice, if you think of it anytime your on ihub, as I do appreciate it very much!

You gleaned exactly what I did when you choked on SSB's forecast rationale:

SSB's "target" for AMD is 0.9 of sales, or $12, and for Intel, 7.25 of sales, or $38.

and those conclusions came after suggesting that INTC's flash sucks and INTC's growth prospects have maxed out compared to AMD's very strong flash and implied growth of at least 25% in FY04!

Astonishing that nobody at SB challenged such nonsensical extrapolations...These two companies are competing in the same sectors. There is just no way one can arrive rationally at the conclusions above unless one is sucking the hind --- of INTC, it seems.
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