AMD Click here to go to the original topic          Value Investing Forum Forum Index -> Value Stock Picks zhang242463 Sun Jan 20, 2008 11:57 pm     AMD  AMD P/S is 0.61, break even and could make money in a few quarters. compare with peers: NVDA: P/S 3.43 INTC: P/S 2.95 furthermore, I think 30% market value cut of NVDA and INTC since Jan 1st is too much. NVDA derive 87% of its revenue out of USA. If USA revenue drops by 10%, it will only have 1.3% impact on total revenue on NVDA. INTC is in the same boat. Depreciation of US currency will continue to boost export, high tech company is just helped in this inflationary world. AMD's ATI unit is making 250M/quarter. NVDA makes 1B/quarter. If ATI unit makes 100M more, it will be 100M top line growth for AMD. Just some very raw analysis, I plan to dive into this research further.          Value Investing Forum Forum Index -> Value Stock Picks Page 1 of 1 Search Engine Indexer BlastInvest @2005 p h p B B © 2001, 2002 p h p B B Group