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Politics : Formerly About Advanced Micro Devices
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To: Adrian Wu who wrote (32237)4/29/1998 11:13:00 PM
From: Time Traveler  Read Replies (1) of 1572423
 
K6 was competing against the P/MMX. Now P/MMX has been phased out. K6 is living on borrowed time.

<The space-suited bunnys is an Intel Stunt, not an Apple stunt>

Perhaps, you in Hong Kong did not see that new Apple commercial showing such a bunny burning up. That was a great commercial in my opinion, in fact, much better than the previous one showing that poor snail carrying a heavy brick. Check out that new commercial.

<Yahoo is trading at more than 10x its revenue. Could this trend be possibly broken?>

What counts is not revenue over market capitalization. It is earnings, with greater emphasis on future earnings.

<The Power PC and the DEC Alpha were not x86 compatible, which explains their lack of popularity>

It was only you who did not hear about the K5 hype. The rest of the world heard it. You are very good at prediction after the fact. I was there in these good old days. My memory of the events seem to be a lot different from yours.

<Trading at 25x earnings, even if Intel does not spend any money on capital expenditure, it will take them 25 years to make enough money to buy back all the shares>

You are under-estimating the power of stock buy-back with a company showing more than 50% gross margin. When you try to set a value on a stock, you have to look at its future earning and also the profit margin. Don't you think even with 50% it is rather impressive? For each share of the stock buy-back, the EPS goes up not linearly but like a 1/x function with x decreasing.

<I suggest you do some homework before exposing yourself to further ridicule>

Believe me I have done my own share of homework. My intention here is not to ridicule anyone even myself, rather very different goal than yours I guess.

Time Traveler
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