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

To: Cory Gault who wrote (18558)	11/10/2000 12:35:39 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Cory: Hope you are mistakened on that $15 Dell/AMD crossover...I was kinda hoping around $24-3/4 next week some time...after which time the remaining crossover of interest would become AMD/INTC...

To: Cory Gault who wrote (18558)	11/10/2000 1:04:22 PM
From: Buckwheat	Respond to of 275872

DELL and GTW PEs have become very close. I don't think the market will let these (PEs) cross in the near-term. IMO Dell will move back a little higher in the next few days. My point is that AMD will likely still have to trade significantly higher to cross prices with Dell. It is interesting to note that AMD still trades at a PE of 7 which is significantly lower than any of AMD's customers, partners, or competition. I guess the most indigestible fact is AMD trades at a discount to AAPL (bad news niche market supplier) and is 5 times cheaper (PE) than the leading retailer (WMT). Amazing, Buckwheat