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

To: Yousef who wrote (86004)	7/29/2002 7:05:57 PM
From: tejek	Read Replies (2) \| Respond to of 275872

Ted, Re: "Yousef, INTC is hardly undervalued.....in fact its way over valued. As of Friday, the average PE for S&P large/mid caps was 15. As of today, INTC's P/E is 45." As BMW points out, this can change quickly ... INTC is in a better position for profits than AMD as the economy improves. WBMW's statement is meaningless. People have been trying to call the turn in IT spending since 2000....and it hasn't happened yet. Like I said to WBMW, how long do you think this market will allow INTC to maintain such a high P/E. In the next tech pullback, assuming IT spending/PC growth is still moribund, I bet INTC falls much faster and much further. I noticed that you didn't really take exception to my comment about AMD being "appropriately valued". Care to calculate AMD P/E ??!! ... Didn't think so. <ggg> You're gloating like you've pulled something off. Your comments above mean little. The truth is that since 1 January, AMD's stock price has performed considerably better than INTC's in spite of the fact that INTC supposedly has chip performance sewed up and is taking back share from AMD. Would you care to comment on this contradiction? Inquiring minds want to know your spin? <ggggggg> ted