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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (50203)2/20/1999 9:06:00 PM
From: greg nus  Read Replies (2) of 1580442
 
Paul, Soros on AMD "against all odds". I called Soros and here is what they said. Against all odd's AMD a has managed to produce a microprocessor chip ith parity to Intel. AMD accomplished this remarkable acheivment with one onehundred of the resources employed by Intel. The marketplace has rewarded Intel with a market capitalization of 100 times AMD's. We supect the market place has overvalued Intel and under valued AMd. We expect in time analists will realize the desparity and will correct the imbalance. most of intels assest are only worth a dollar while the marketplace has temporarly assiged a value of $100.00 to a majoruty Intels
assets we see worth $1.00 As an engineering value Intel is very inificent compared to AMD who has managed to produce a parity product at a fraction of the cost of Intel. As a franchise value has been significantly intrensicly reduced by Intel's attempt at branding is a complete failure. For all the money spent on the Intel Inside branding campaign has not detered the consumer from abstaining from buying AMD products. This was demonstrated last summer when the AMDK-6 2 350, a chip close to parity with Intel PentiumII, flu of the shelves, inspite of Intel's heretofore superior marketing talant and costly efforts. That's when we recognized the vaulation disparities the two companies offered. We fully expect Intel's market cap which is valued at 100 times greater than AMD to be reduced by at least one third over time while AMD's marekt cap should increase by 3 tp 4 times. It may take some time for this to happen but we feel most recently times have changed faster than valuations. At AMD stock prices it was an all out buy. Striping away most of the franchise hype, coupled with inefficent engineering we see most of Intel assest worth no more than a ten to one valuation ratio. Unfortunaly Sec requires we show our hand when we decide to buy stock in any significant size. Our hedge on the Intel put side allows us to remane more discrete from disclosure.
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