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Re: alan81 post# 28894

Monday, 06/12/2006 6:46:59 PM

Monday, June 12, 2006 6:46:59 PM

Post# of 151693
Alan,

I think the new dynamic (significantly more capacity available to AMD) will require INTC to basically grind AMD into nothingness... or die trying.

That may be Intel strategy, which is to hold onto the monopoly at any cost. It may not be a good strategy for 2 reasons.
a) Intel is under microscope now, so the timing is just about the worst
b) to die trying is not acceptable to majority of shareholders, when there are so many a lot more attractive options.

Maybe management change would be the best course of action for Intel. Someone from the outside.

Joe
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