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


To: niceguy767 who wrote (123577)9/7/2000 3:37:58 PM
From: Road Walker  Read Replies (2) | Respond to of 1570835
 
Niceguy,

re: "No complaining here".

So you are happy with AMD's stock price?

re: "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..."

Actually earnings growth is more common for a valuation discussion. But Intel should grow it's revenues from about $29 Billion last year to a WAG of $36-37 Billion this year. Interesting, they will grow their revenue more than AMD's total revenue.

At any rate, I like both stocks, I'm much more concerned with the industry trends. If I had to guess, I would say that AMD will outperform Intel if the demand remains strong. But I could be wrong, I don't have your confidence.

John