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


To: redbird who wrote (32173)3/19/2001 11:30:44 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
redbird:

Looking more and more like crossover at $25...Recent and forward eps comparisons suggest AMD should be about twice INTC price...Additionally, current estimates of comparative future revenue growth rates suggest AMD should be at least twice that of INTC...Add it up and AMD can support a price 4 times that of INTC given current comparative benchmarks!!!



To: redbird who wrote (32173)3/19/2001 11:33:15 AM
From: Pravin KamdarRead Replies (3) | Respond to of 275872
 
Redbird,

I wonder what will happen first:

1) Kumar admits that Intel's problems are partly due to competition from AMD.
2) Dell adopts AMD processors.
3) Hell freezes over.

Related to the patent ranking:

eet.com

Pravin.