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Re: The Duke of URL post# 27313

Wednesday, 04/26/2006 2:40:18 PM

Wednesday, April 26, 2006 2:40:18 PM

Post# of 151805
think that that Intel is in competition with China and India and not AMD

This is also my view and you are one of the few I have observed that share this forecast. I also think that China is a bigger and more capable threat than India.

If you read between the lines a bit, I think that you can conclude that this is also Intel's view.

AMD does not have the financial horsepower to stay with Intel in the future now that Intel is back on track. AMD has only shown the ability to succeed when Intel stumbles. When Intel is runing on all 8 cylinders, AMD in the past has regularly regularly posted losses.

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