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

To: AK2004 who wrote (45710)6/29/2001 10:59:36 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
albert:

Amazing when one considers that a short 2 years ago, AMD would not be included in the same breath as INTC in any analyst's report...Today not only same breath but product, financials and management comparisons as well...Current valuation off by a factor of 2 though, imo...



To: AK2004 who wrote (45710)6/29/2001 11:19:05 AM
From: TechieGuy-altRead Replies (2) | Respond to of 275872
 
Again, the company (Edit:INTC)is reflecting a relatively
reasonable valuation.

Wonder why he did not compare P/E's? Maybe because he would have been hard pressed to claim a 3X times historical valuation as "reasonable"!

TG



To: AK2004 who wrote (45710)6/29/2001 1:25:29 PM
From: Road WalkerRead Replies (1) | Respond to of 275872
 
Albert,

Do you have the rest of the JP Morgan report?

Thanks,

John


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