InvestorsHub Logo
Followers 0
Posts 1252
Boards Moderated 0
Alias Born 03/30/2004

Re: KeithDust2000 post# 682

Thursday, 01/26/2006 8:57:07 PM

Thursday, January 26, 2006 8:57:07 PM

Post# of 6903
you...

AMD is trading at a forward P/E of around 20, INTEL about 15 (Y2007).

me...

Yeah, seems like some people are using TTM as an excuse. AMD has been going up like a rocket and that always makes me nervous but the reasons for this rise seem apparent enough. Frankly, I don't see what INTC can do about the situation until NGA at the earliest. Even then, I would expect a couple of quarters of carry forward of AMD sales until INTC could regain market share. That should provide plenty of time to get out of AMD if needed.

I sure hope people aren't relying on out of date analyst comments to come to their decisions.

Selling now when all AMD's stars are aligning seems incredibly naive to me. I know there must be some sellers that have very good reasons for doing so, I would really like to hear what they might be.

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.