Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (127661)	2/17/2001 12:24:37 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: "Given that stock prices changes are based on growth, rather than absolute numbers- which CPU company has more potential as an investment?" Which company had more "potential" 15 years ago? 10 years ago? 5 years ago? Which company failed to show growth over that period? EP

To: Scumbria who wrote (127661)	2/17/2001 12:49:28 PM
From: f.simons	Read Replies (1) \| Respond to of 186894

Given that stock prices changes are based on growth, rather than absolute numbers- which CPU company has more potential as an investment? Tony- If AMD sells 10 large servers more this year than last year,clearly their "growth" in percentage terms is higher than Intel's in that product. The question then becomes, "so what?" At some point in this discussion, absolute numbers are very important. Frank

To: Scumbria who wrote (127661)	2/17/2001 3:38:49 PM
From: Paul Engel	Respond to of 186894

SCUMbria - re: "Given that stock prices changes are based on growth, rather than absolute numbers- which CPU company has more potential as an investment?" Well...AMD announce that CPU sales would DROP - in Q1 2001 - from 7 million in Q 2000 to 6 or 6.5 million in Q1 2001. What kind of potential growth is this? Paul