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To: t2 who wrote (139373)7/17/2001 1:10:27 PM
From: Bob Kim  Respond to of 186894
 
NV, RE: Mr. Osha told clients that Intel's forward looking PE is 52 times estimates.

A year ago, Osha was putting price targets on stocks based on 50 times forward REVENUES.



To: t2 who wrote (139373)7/17/2001 1:28:30 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
NV - re: "You can bet that AMD hopes Intel starts raising prices because they will quickly follow the lead. "

Intel doesn't raise prices on existing CPUs.

The way they increase ASPs is to introduce faster and newer CPUs at higher prices than the existing ones.

AMD, on the other hand, seems to have hit a road block and can't introduce faster CPUs to keep up with Intel's newer ones - hence, their ASPs will continue to go down.

Paul


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