http://news.zdnet.com/2100-9595_22-6130795.html?tag=nl
Great article covering market share.
Remember the one rule of the market. The underdog always deserves a high P/E when it has great products and has tons of marketshare to capture. Remember JNPR vs CSCO. JNPR commanded that P/E in the hey days but then Cisco came in with better products JNPRs price declined. AMD is in a sweet spot right now. Just checkout the gains in the server market.
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