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


To: bacchus_ii who wrote (11073)10/2/2000 2:03:21 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
Gottfried

no doubt about the fact that intel is overvalued relative to amd. The question was rather if amd's pe should be the same as intels.

I am a bit confused by Tens unit shipment for intel per quarter and amd's market share. If intel ships 35 mil and amd ships 7 then amd's share is less than 20% rather than 30%. I think that 30% is Jerry's target for the next year

Regards
-Albert