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

To: AK2004 who wrote (36155)	4/17/2001 8:05:02 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

albert: AMD could well quintuple INTC's $0.07 eps when they report tomorrow...What's more, given the negative trends so evident at INTC, Y2001 could conceivably be the year when AMD's profits of about $700 million exceed INTC's... Let's see INTC's Q1 revenues of $6.7 billion vs. AMD's of $1.1 billion and INTC's market cap of $200 billion vs. AMD's of $8 billion...Let's see how the numbers tumble here...INTC at 25 times the market cap amidst steeply negative trends has sales of only 6 times that of AMD, 1/25th its size...or conversely, AMD, 1/25th the size of INTC, has 1/6th the revenues and probably 5 times the eps and is rapidly gaining market share yet trades at a discount to INTC!!! Must make perfectly good sense to someone I guess, however it the rationale escapes me for the moment!!!