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


To: kapkan4u who wrote (35161)4/7/2001 2:54:44 AM
From: ArtslawRead Replies (1) | Respond to of 275872
 
Kap,

Had I stayed with Intel in May, 1999, instead of switching to AMD, I would have been down 30% instead of being up 200%

Of course they aren't entirely coupled, and it's perhaps better shown by comparing their IPO prices up until now, which would put the percentage gains at around 2.5X for AMD and 60X (eyeballing the graph) for INTC. However, I stand by my statement that if Intel were to warn Monday, AMD would tank. And if AMD warned, Intel would drop (although probably not as much). Thus, for the short term, they are coupled as proxies for each other's earnings. We'll see how it goes in a couple weeks.

Steve