Advanced Micro vs Intel (AMD / INTC) Message Board

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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: TimF who wrote (2530)	1/8/2008 9:42:30 PM
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Tim, but AMD does have higher costs and debt than in the past. It would be interesting to do an analysis of AMD's debt/revenue ratio historically to determine if AMD's higher debt is simply more a function of AMD being a bigger company or whether in relative terms, they have high debt... When I get a little time, I'll report back on this... Also, Tim, its odd that very few factor in the potential distraction that integrating ATI into the company might have been to overall execution... It would be naive to believe that a company the size of AMD could digest a company the size of ATI without some indigestion. I'm not going to claim that this severely effected execution, but, wouldn't it make sense that some AMD engineers got pulled from some projects in order to work on some Fusion and other GPU/CPU projects??? Well, I've got more, but, that's about all the spouting I'm going to do on the subject... Bottom line is that I see AMD in the short term filling the role that they filled pre Opteron, and, in the long term, having spurts of successes that will cause the stock to shoot up periodically much like it has historically... Scott

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