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

To: dougSF30 who wrote (200029)	6/2/2006 12:55:45 AM
From: firthoffourth	Respond to of 275872

not when "E" are about to fall off a cliff :)

To: dougSF30 who wrote (200029)	6/2/2006 2:20:39 AM
From: Petz	Read Replies (1) \| Respond to of 275872

AMD's PE is 20.3 based on 2006 estimates, 16.7 based on 2007 estimates. INTC's PE is 19.4 based on 2006 estimates, 15.1 based on 2007 estimates. AMD's revenues are supposed to grow 15% 2007 vs. 2006. Earnings 22%. INTC's revenues are supposed to grow 9% 2007 vs. 2006. Earnings 29%. The earnings vs. revenue expectations at Intel are quite a disconnect for a company that is rapidly losing market share in the highest margin portion of the business -- servers. As far as recent history goes, the Q2 estimates for Intel have dropped from $0.26 to $0.15 in the last 90 days, while AMD's have stayed flat at $0.29. Petz