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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: exhon2004 who wrote (91355)	10/30/1999 12:05:00 PM
From: Joseph S. Lione	Read Replies (2) \| Respond to of 186894

greg - " Unfortunately, (for AMD), this is impossible, because negative P/E's are meaningless." AMD is measured by its' P/P ratio (price to "potential"). That puts its' true value at $500, per Drebes. Joe

To: exhon2004 who wrote (91355)	10/30/1999 2:37:00 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: most popular way to measure their relative costs... As a stockholder, I measure the price of the company as the cost of buying all the shares. Right now, the cost of buying Intel is about 100 times the cost of buying AMD. In terms of the two companies capability for manufacturing .18 CPUs, Intel has 4 big FABs and AMD has 2 of them. Intel's non "Intel-Architecture" business loses money, and AMD wasn't making any money at all when it had one FAB and no fast-as-Intel design to produce in it. Now that AMD does have a competitive CPU to produce, and 1/2 (instead of 1/4) of Intel's capacity, this particular measure would seem to indicate that Intel's stock price is 5000% too high, or AMD's is 98% too low. (or, just possibly, something in between?) Regards, Dan