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

To: heatsinker2 who wrote (68689)	1/23/2002 10:31:12 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

heatsinker: UMC looks like a really bad investment. Sales = 1.9 billion dollars, Market cap = 23.4B. That's the same P/S ratio as Intel ;-) However, UMC's PE ratio of <40 is certainly more reasonable than Intel's PE of >150. Even if AMD could afford a 20% stake (they can't), it would be a poor use of funds. Hard to say… UMC would almost certainly be a far better process development partner than Motorola, in any event. (but, yes, we quite agree that it's idle talk since there's no way AMD could possibly afford anywhere close to 20% of UMC - dramatically increasing the chance that the report was 100% bogus). -fyo