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

To: TechieGuy-alt who wrote (45718)	6/29/2001 11:30:12 AM
From: AK2004	Respond to of 275872

TG I think their: Nonetheless, shares of the company continue to trade at 2.7x book value, nearly a 45% discount to Intel, and 1.4x C02 revenues, a discount to Intel of roughly 76%. get the point through. :-)) Regards -Albert ps they can not go openly against intel, I guess

To: TechieGuy-alt who wrote (45718)	6/30/2001 1:51:59 PM
From: brushwud	Read Replies (1) \| Respond to of 275872

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"! You are so right. Book value only matters when a company is worth more dead than alive and historical P/S ratios have no significance unless margins can eventually return to historical levels, which is highly doubtful in the case of Intel. Unfortunately, I think there is more down in Intel at this time than up in AMD. That's why I shorted INTC yesterday at $30.30, a departure from my usual investment style.