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


To: Road Walker who wrote (123576)9/7/2000 3:13:46 PM
From: niceguy767  Read Replies (1) | Respond to of 1570814
 
John:

"To complain about that is like complaining about the weather, it doesn't change anything."

Comment: No complaining here...Just a conclusion based on my research that AMD/Intel relative pricing will soon be majorly realigned...That's why I continue to buy AMD, not INTC..

Current growth rate as is common in this type of analysis is based upon revenues...AMD's revenues this year will be $5 billion compared to $2.8 billion last year...

To compare GM to Ford, in the same industry, might be valuable as a benchmark, but comparing GM to AMD is stretching it a tad...Compare AMD to any other semi, including INTC, and you'll probably find that p?e multiples exceeed current revenue growth rates for at least 90% of your selected companies...compared to AMD's 12 vs. 50 plus...Major price revaluation for AMD is in the cards over the next 6 months imho!!!