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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Cory Gault who wrote (5961)8/21/2000 10:28:40 PM
From: AK2004Respond to of 275872
 
Cory

re:"same here but not for long. I'll take my profits on intel while it is still high"

Good Luck


you mean to say that I missed my moment and it is down from now on for intel :-))

Sorry, could not resist it.

Both amd and Intel are likely to do well. While Intel definitely got resource advantage it is also true that intel needs to generate substantially higher total earnings in order to justify it's market cap. If intel is to maintain profit margin then it would have tough time maintaining its hold on commercial market since amd's PM is about 1/2 of intels while the cost differential is not that drastic.

Regards
-Albert