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

To: semiconeng who wrote (23747)	1/2/2001 5:46:04 PM
From: stribe30	Read Replies (1) \| Respond to of 275872

Semi: I always kind of wondered why you were in here .. do you just like to attempt to torment AMD investor types? Surely not to spread Intel FUD and propaganda.. ;) Ever visited a tech hardware place like Aces Hardware? I would think that would be much more stimulating for someone who is obviously a techie type.

To: semiconeng who wrote (23747)	1/2/2001 5:46:45 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 275872

The point being that if you're big enough, you can ship a buggy PCI controller and say it's a good thing? "Moving technology forward" and all that, like with RDRAM? Sounds like FDIV to me. I always found this gorilla game stuff counterintuitive, in terms of "free market" platitudes anyway. Cheers, Dan.

To: semiconeng who wrote (23747)	1/2/2001 6:10:04 PM
From: Scumbria	Read Replies (1) \| Respond to of 275872

Semi, 2001 AMD Estimated Revenue -------------------------- 5.711 Billion 2001 Intel Estimated Revenue ---------------------------- 39.416 Billion The market cap ratio 209/4 = 52 is way out of line with the income ratio 39/6 = 6.5. Even worse, the growth rate for AMD is much higher than INTC, so it looks like AMD is the place to be. Scumbria

To: semiconeng who wrote (23747)	1/2/2001 6:13:29 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Here are the correct 2001 revenue estimates... 2001 AMD Estimated Revenue ------ 5.711 Billion 2001 Intel Estimated Revenue --- 39.416 Billion From the same article: 2001 AMD Estimated EPS ------ $2.452 2001 Intel Estimated EPS ---- $1.756 Here is current stock price (market valuation): AMD Stock Price ----- 4.51 Billion (0.79 times estimated revenue) Share price is 5.86 times estimated earnings) INTC Stock Price -- 209.05 Billion (5.30 times estimated revenue) Share price is 17.7 times estimated earnings) :-) Dan

To: semiconeng who wrote (23747)	1/2/2001 7:13:05 PM
From: Petz	Respond to of 275872

semicon, now that you've seen the CORRECT revenue comparison between AMD and Intel, you've inadvertantly pointed out that AMD's price earnings ratio of 5.0 to 5.2 for the full year is LESS than Intel's price to sales ratio of ~6.45 FYI, AMD's price to sales ratio is about 1.08. In other words, if Intel... o dropped your salary and every other Intel employee's salary to ZERO, o stopped investing in manufacturing capacity and R&D, o stopped all advertising, o got all their materials and utilities for FREE, and o stopped paying taxes... they would still make less profit relative to their share price than AMD. EDIT - I see several others have pointed out the out-of-whack ratio comparisons. I used diluted shares outstanding which is why my Price to Sales ratio for AMD is a little higher. Petz