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

To: EricRR who wrote (16728)	10/30/2000 2:39:09 PM
From: tejek	Respond to of 275872

I think a combined Intc/AMD investment is a pretty good bet. While my enthusiasm for AMD comes and goes and comes again, I believe without a doubt that intel is a bad investment (but not necessarily a bad company). The valuation is just too high- PE ~= 30 2001 earnings + plus gains from investments ~= 25% of earnings. Eric, That's why I would buy it for my 401 rather than my current account. I think long term....inspite of all our criticism....Intel's entry into other businesses will eventually lead to a higher growth rate. That coupled with its relative stability and profit consistency is why I would put it into my 401. ted