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


To: tejek who wrote (86008)7/29/2002 7:30:01 PM
From: maui_dudeRead Replies (2) | Respond to of 275872
 
re : "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"

Jan 1 Intel : 31.45, Today : 18.89 => Down 39.9%
Jan 1 AMD : 16.39, Today : 8.15 => Down 50.2%

I wonder what the real truth is!

Maui.



To: tejek who wrote (86008)7/29/2002 10:14:32 PM
From: YousefRead Replies (2) | Respond to of 275872
 
Ted,

Re: "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>"

Well Ted, it looks like your "statement" just isn't the truth ... That's my
"spin" on it. <gggg> Also you seem fixated on INTC P/E ratio holding
up while AMD's P/E doesn't seem to bother you. AMD will lose more
money in Q3, Q4, and most of 2003. How long will the market tolerate
this before AMD gets "corrected" again ... and again. <ggg> Love
to hear your "spin" on this one.

Make It So,
Yousef