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To: Jack of All Trades who wrote (12490)4/12/2000 7:05:00 PM
From: CAtechTrader  Respond to of 35685
 
Jeffrey..thanks for the heads up on DDIC and SANM...flash manufacturing capacity is tight! My point on AMD was that Flash contributed hugely to the bottom line, not just processors..I certainly will let you make the call on the INTC impact vis-a-vis processors, you being in a much better position to do so. I do think the AMD #'s are bullish for tech demand in general, both computing and wireless. Cheers!!!



To: Jack of All Trades who wrote (12490)4/12/2000 7:14:00 PM
From: CAtechTrader  Read Replies (1) | Respond to of 35685
 
One more on AMD...AMD may well be a buy on the gap up if one considers the following valuation differences as of today's closes:

AMD Price/Sales 3.63 vs. INTC 15.44
AMD Price/Book 5.30 vs. INTC 13.40

A substantial closing of this gap seems appropriate..and Jeffrey, you may be right, one analyst on the call congratulated Jerry Sanders for becoming the PC Manufacturer's "Supplier of Choice".

Disclosure: Not long AMD...yet!


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