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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (85670)	1/6/2000 8:29:00 PM
From: Greater Fool	Respond to of 1572847

I saw one analysis that indicated minimal EPS contribution by Celeron. All the profit came from the processor lines that weren't competing with AMD. So why wouldn't those profits be severely endangered by AMD's intrusion with Athlon? No way would I short Intel. It's way too much the tech investors' darling, and I already burned some dough on ill-fated Intel puts. Anyway, who says Intel needs profits to have a rising stock price? They're doing all kinds of investments with that hoard of cash, so that could justify high valuation on a speculative basis alone. Off the top of my head I'd guess that the stock would be well below $10 based solely on book value.