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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (114224)	10/18/2000 12:08:34 AM
From: Andrew Shih	Respond to of 186894

"You sure get grouchy when your amd hits 17s. " I'm going to get real grouchy when AMD hit's 1x next year's sales. Oh wait...I think it's already fallen below next year's sales. At this point, Intel is perhaps 10-20% undervalued. AMD, however, is perhaps 100% undervalued. There is no way a price war is going to occur. There is also no way that Intel is going to build inventory. It's a pretty simple matter of making more P4s. Every 100 P4's means maybe 225 or 250 fewer P3s. What better way to use capacity? Anyone really think AMD deserves a P/E of <10? Intel should be around 30 P/E for being the top dog. AMD, however, should be given something fairly similar as it is growing at a faster clip. AMD w/ a P/E of 20 means > 100% return from here. -Andrew