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

To: tejek who wrote (86590)1/11/2000 8:09:00 PM
From: kash johal  Read Replies (1) | Respond to of 1573221
 
Ted,

Re:"valuation metrics"

I agree with you.

If intel has topline growth coupled with its high margins its stock price would be higher.

If indeed they slash prices, lowering top line sales but are able to maintain profits the stock would be valued at a lower price.

The reason is that slashing prices while growing margins is possible but only for a short transition period ie moving from 0.25 to 0.18 micron and hence lowering costs. Longer term it is clearly unsustainable to achieve this on an ongoing basis.

regards,

Kash



To: tejek who wrote (86590)1/12/2000 1:11:00 AM
From: Paul Engel  Read Replies (3) | Respond to of 1573221
 
Tejek - Re: "That is why, in spite of the fact that Intel has had profits the last two quarters, its stock has not made much progress. That's because its revenue growth has been sluggish."

AMD's revenue has been FLAT for THREE years !

Paul


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