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

To: Paul Engel who wrote (99947)3/26/2000 1:41:00 AM
From: that_crazy_doug  Read Replies (2) | Respond to of 1571806
 
<< Since then, Intel's Market Cap "GAP" has INCREASED by almost $100 BILLION over AMD's - the GAP now is about $464.6 Billion - 8.2 Billion = $456 BILLION !!!! >>

The raw difference between the two has incresaed, but the multiple has decreased. If the raw difference were to decrease over a long period of time intel would be in huge trouble, since they have 30x as many shares outstanding, each point of growth intel has, has to be 30 points for amd to grow the same market cap.



To: Paul Engel who wrote (99947)3/26/2000 6:35:00 PM
From: niceguy767  Read Replies (1) | Respond to of 1571806
 
Paul: Yes I made the claim that by December 31, 2000 the market cap gap between Intel and AMD would much narrower...Nothing concern the products that both companies have since introduced at retail would cause me to alter this claim...I also made the claim that AMD Y2000 eps would be 1.25 Intel's eps and offered to bet you $100, But, as usual, you wimped out!


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