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Wednesday, June 04, 2003 9:42:10 AM
I think Intel is trying to dictate what the market wants, but due to competition from AMD, it is having a harder time accomplishing that goal. People don't always want to be led around by the nose as to what they should want or buy. I understand what Intel is doing. They are trying to come out with the knockout punch for AMD, but have yet been unable to do so. I think AMD can return to profitability and maybe we see the increased corporate pc buying starting late this year into early next year. I believe the Bear market has essentially run it's coursee and we are now going into a period of gradual expansion. Remember that part of what has kept the market down this long is overdone pessimism, just like ther was overdone optimism before the tech bubble burst just over 3 years back. Investor moods change gradually, but currently that mood is improving. The key for AMD is no
screw-ups like Intel has done with Itanic and Centrino. It's better to be late than to put out a product that fails.
Recent AMD News
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