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

To: maui_dude who wrote (79581)	5/6/2002 10:54:26 PM
From: tejek	Read Replies (1) \| Respond to of 275872

Ted, Re : "BTW aren't you guys getting tired of Barrett? It seems ever since he took over, Intel has been in the dumper." Do you seriously mean that ? maui, You know what.......I do mean it. I said it earlier to give Yousef a hard time but I do mean it. Have you checked intels stock performance compared with Nasdaq (or AMD or CSCO, IBM, MSFT) since he took over as CEO in March 1998 (Intel was at $19 when he took over as CEO). Maybe you got spoiled with Intels stock performance during Andy Grove's era. check this out : finance.yahoo.com; Look at the chart closely....especially during the early part of 2000, tech's golden age.......the top three performers were CSCO, IBM and AMD. They were on top because they had CEO's who were cutting edge and pushing their companies with all cylinders running. I think Chambers [of CSCO] and Gershner sp? [of IBM] is/was good CEO's. However, Sanders got the same quality performance out of AMD without CSCO's and IBM's resources. Now when you stop to think about it that's fukking amazing. Sanders took this also ran company that everyone thought was headed for bankruptcy court 4 years ago; who you would never, ever compare its stock chart to another tech company let alone a CSCO or an IBM or even an INTC, and turned into a miniature powerhouse....a powerhouse that is stealing share, that's innovative, an exciting place to work and who has put INTC, the gorilla, on the defensive from time to time in the past three years. Now, I'm sorry but there's genius in that mix..... And Barrett.......he's a good corporate caretaker of Intel's technology and its solid history, and that's evident by looking at the chart...INTC pretty much stays in the middle of pack during most of the time period you show. In the end, INTC is near the top only out of default. CSCO got body slammed by the telecom debacle and AMD does not have the history of good performance that the rest of that group has so they lost their top spots in the hierarchy. Nothing wrong with INTC and really, there's nothing wrong with Barrett, I guess......if you like caretakers. But don't kid yourself, currently, INTC has a trailing PE of 118 while revenues were up only 2% YOY last quarter. The only reason that INTC shows a 30-50% increase at the end is because the funds are holding hands and keeping the stock price inflated and overvalued, and they are holding hands not because of Barrett or because of today's INTC but because of Intel's long history of solid performance. That counts for something but frankly, I'd rather have a Sanders and an AMD. FWIW. ted