Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (48928)	2/26/1998 4:10:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

AMD is the kind of stock that you don't hold on to long term...buy when there is no hope and sell when rumors run strong. Remember how much money Cyrix made off IBM fabing their chips and actually competing against them? Zilch... Jim

To: Mohan Marette who wrote (48928)	2/26/1998 4:18:00 PM
From: Jim Patterson	Read Replies (5) \| Respond to of 186894

re: <<<My question is whether they are going to make any money if they have this order from CPQ or are they >>> Mohan, You are missing this market. AMD does not have to actually make earnings now, As long as units and revenue go up, Than would imply taking share away from INTC. Extrapolate that out 2-5 years and then discount the EPS to now using 5% and you have a stock that is trading at only 20 times 2000 EPS and sticking it to INTC. I figure that could get the stock back to at least $30. Most likely if any of these rumor flames can be fanned then the stock could go to $40-42, its august peak. Technically it may get tough after that. Just on a rumor. I don't think this will hurt INTC, as that stock is in an uptrend that would indicate that all the bad has been discounted and if anything else comes out, as long as it is blamed an Asia, it can be ignored and thrown into the discounted items pile. Jim