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I sure hope people aren't relying on out of date analyst comments to come to their decisions.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