SI
SI
discoversearch

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: wanna_bmw who wrote (59362)10/19/2001 4:46:59 PM
From: TenchusatsuRespond to of 275872
 
BMW, most investors in AMD know exactly what they are getting themselves into. It's a high-risk investment with high rewards if you are both careful and lucky.

The comparisons to INTC are just an AMDroid's pipe dream, because more often than not, the movements of both stocks are tied together. Sure, AMD might rise faster than INTC, but we've also seen AMD fall faster than INTC.

Tenchusatsu



To: wanna_bmw who wrote (59362)10/19/2001 5:05:00 PM
From: AK2004Respond to of 275872
 
bmw
re: it will never change the relative valuations that Wall Street has put on these two companies.
I am not trying to
re: amd is a much better buy than Intel.
yes and no, I personally was always of the opinion that amd may or may not be a better investment depending on the risk profile of the investors. The "ratings" is like "MHz" and "performance" :-)) ratings give you some useful info but should not be considered as true "recomendations".
re:<reality sets in, and Intel remains the investor's choice.
judging by the ratings there is not much overall difference.
Regards
-Albert
ps I actually came amazingly close to predicting the future few years back. Folks on Intel thread thought that I am insane and even some that I am trying to manipulate the market :-)) by my grim predictions. The problem why I can not take a credit for it because I was describing one of the possible scenarios and intelabees took as a prediction <gggg>



To: wanna_bmw who wrote (59362)10/19/2001 6:08:47 PM
From: Gopher BrokeRespond to of 275872
 
you can argue distribution functions all you want, but it will never change the relative valuations that Wall Street has put on these two companies.

True, what we argue here will not change Wall Street's valuations. But by arguing here we might be able to predict when those valuations change and make some money from it.

Which is what we are mostly interested in, I think.

Unlike Intel, it seems, who have stopped squandering their billions on defunct companies and are squandering them on retaining market share. Not even increasing it, it seems.

The relative valuations might change sooner than you think, IMHO.