Best stock buy? Intel, AMD or Mac?

[ukulele]

If you were offered 100 shares of free stock in either Intel, AMD or Mac which one would you pick for best long term future growth and why? My pick is AMD because I like their product and future developement plans. Intel spends too much on advertising and product redesign and Mac's incompatability issues with competitive software and hardware will get worse as vendors budget's tighten and less cash for cross platform developement is availabe in a tight market. What do you think?

[dmoltrup]

I think I would pick Palm. I haven't done a ton of research, but it seems now all they can do is go up. The i705 seems to be taking off, too. Of course I'm not in the stores anymore, so I don't see it first hand.

[Ammok]

I'm and AMD fan, but when it comes to money, the Intel stock is far safer.

Larger share of the market, key niche markets, more capital, etc.

[RayH]

VIA Technology of Taiwan. They hold the license for Cyrix chips along with being the largest manufacturer of chipsets. I think in a few years, their products may become the choice of poorer countries like China.

Inside a year, VIA could probably produce a $250 retail 1 GHz computer!

[Lycia]

Originally posted by RayH
VIA Technology of Taiwan. They hold the license for Cyrix chips along with being the largest manufacturer of chipsets. I think in a few years, their products may become the choice of poorer countries like China.

Inside a year, VIA could probably produce a $250 retail 1 GHz computer!

Yeah, but would you really use a Cyrix chip??? As for the above named three, I'd have to go with Intel. If I had a choice of others, I'd go with Cisco..

[MiKe85]

I have always liked AMDs, but just like the others it would definetely be Intel. They have more money, safer stocks, etc.

[jmichna]

If I were offered 100 shares "free" I would take the Intel stock -- currently trading at $32.58 -- and promptly sell it, then buy 200 shares of AMD stock.

Seriously, I'm still real heavy in tech stocks... I am risky and speculative but then my time horizon is long.

My favorite techs right now are AMD, NVDA, PMCS, AMAT, and JDSU. I have a lot of INTC, but it's buried within the tech mutual funds I have. I keep the following core (long term) holdings:
AMD, NVDA, AMAT, PMCS, JDSU. I just vary the amount held of each depending on stock prioce conditions.

Which to buy???
Depends what you're looking for. INTC growth will likely be incremental from now on, yet I think AMD is still early enough on the growth curve that per share price doubling is something that could occur in a one year-three year window... I don't see INTC doubling like that. I ran with NVDA bought at $26 and sold at $61 a few weeks back, and wish I would have held it. I used tyhat money to buy a lot of JDSU and AMD as their prices had dropped significanlty (yeah, I know JDSU has really taken a beating, but, hey, sooner or later telecoms will come back strong... prob within the next 18 months).

I don't think MAC will be any more than a "bit player" because of their limited market appeal (I think there about 5-7% of the consumer market right now)... so I don't see a lot of growth there.

Good luck,
jmichna

[KenKeith]

AMD may have the better product, but it appears Intel has the better management and a higher R & D expenditures and with increasing market share it may prove to be a better long-term investment.

I have put money on Corning as a fiber optic play. Although in a depressed market, they have strong fundementals and will continue to be the leader when the market picks up. In my opinion the price of their stock at this time is a good entry point.

I also have Cisco (at 15.00) that has been in a trading range (15 to 22) for a few months. A good play for traders in the short-term as well as long term investment in my opinion. They are the 500 lb. gorilla in the network hardware environment. Regardless, one should be aware this stock is very volatile and good money could be made or lost very quickly. Some people may have ridden it all the way down to the current $17.00 and know what is like to lose money!

[Ammok]

time horizon is long!!!!!!!

here's hoping you don't step under a bus and eat plenty of fresh fruit

chortle chortle.

[silence]

I'll get AMD stocks. It will be interesting how AMD will play 2003-2004 with new upcoming 'Claw/SedgeHammer'.

It wouldn't hurt to see AMD have more advertising.

[RayH]

Originally posted by Lycia


Yeah, but would you really use a Cyrix chip??? As for the above named three, I'd have to go with Intel. If I had a choice of others, I'd go with Cisco..

I wouldn't go with Cyrix on my personal machine. But I think that Cyrix-VIA can become a major factor in the low end market. Remember, today's low end was the high end of the market 18 months ago. Those computers are not bad at all.

[NDD]

I'd get all three

[silence]

Originally posted by RayH


Remember, today's low end was the high end of the market 18 months ago. Those computers are not bad at all.

Yup, I agree. But then, we wouldn't have any bragging rights

[posthumous_GRIN]

With regards to potential longterm growth, I think both AMD and Apple are in the best position. Intel has no where really to go but down since they are currently losing market share to AMD at a fairly rapid rate.