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

To: milo_morai who wrote (72532)	2/26/2002 9:43:09 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: Another HyperTransport addict AMD, in just about every way, seems to have about 2/3's the influence of Intel on the industry. It's about 1/5 Intel's size in unit sales, and about 1/10 Intel's size in revenue. But the influence aspect, and the beauty of the Hammer strategy, will hopefully bring revenues more in line with influence. Meanwhile, Intel is valued at 50 times what AMD is valued. There is a good chance that a correction to that relative valuation is coming. I sure hope it's a matter of Intel staying the same while AMD goes up...