| Thread Tools |
26th February 2006, 17:58 | #1 |
Madshrimp Join Date: May 2002 Location: 7090/Belgium
Posts: 79,021
| The Intel Corporation is underpriced AMD'S SHARE price continues to ride high on the NYSE bourse, even though it faces challenges supplying enough chips to its customers. The word here is allocation - good news for AMD. But like a double edged sword, it cuts both ways. If a system integrator has got orders for PCs and he or she can't get the chips from AMD, she or will try and dummy the buyer with the alternative. Just as well there is one, then.
__________________ |
26th February 2006, 18:03 | #2 |
Member Join Date: Mar 2004
Posts: 15,738
| AMD, Intc, Tmta, I owned them all in the past 7 years. TMTA I lost over $100,000 - Sad story for such a good innovative company killed by Intel. AMD - with Lenovo using AMD chips = AMD capacity becomes a big concern; with P/E of >67, I am not sure it will get any higher. Intel - sucks on product, has plenty of cash; P/E <18 is a good price to get in.
__________________ lazyman Opteron 165 (2) @2.85 1.42 vcore AMD Stock HSF + Chill Vent II |
26th February 2006, 18:47 | #3 |
Posts: n/a
| Intel is also bringing new boomsticks that might hurt AMD a lot on the performance point |
Thread Tools | |
| |