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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: cellhigh who wrote (7323)4/19/1998 4:45:00 PM
From: Don Westermeyer  Read Replies (1) | Respond to of 18691
 
Ron,

I'm actually a pretty big fan of AMD's processors (much better than Cyrix), but I find it very unlikely that the market will assign a P/E much higher than 15 for any chip maker for very long (assuming they actually ever make money). That would give a price of about $20 in 18 months based upon analysts expectations. I'd say at best AMD is dead money if held long. I noticed AMD just recently got their debt ratings cut, another big negative.

Of course AMD has 18 holds and 4 strong buys, so from an analyst's view it has no place to go besides up.



To: cellhigh who wrote (7323)4/19/1998 5:21:00 PM
From: Roger A. Babb  Read Replies (1) | Respond to of 18691
 
Ronald, in my opinion AMD exists at the pleasure of Intel. So long as Intel has plenty of business in the mid to upper end with high margins, they will concede the low end to AMD. But watch out if Intel gets hungry!! At the moment I have no position in AMD but do own Intel in my long term investment accounts.


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