Intel Corp (INTC)

[imho]

kpf,

wbmw: "Any collapse in microprocessor demand is going to affect AMD far more than Intel, just as it has in the past."

kpf: "That is certainly true for today - and will remain so until AMD will be firmly established in corporate markets and in AMD-64 brand-awareness."

It is actually more dire for AMD today. Not only is a collapse in demand a problem for AMD, but keep in mind that Intel has added lots of capacity (to the private chagrin and public ridicule of AMD'ers). It will take a lot more demand today, than in the past, for it to trickle down to AMD. I may be proven wrong on this, if AMD, like Intel, will announce a better than expected Q3. Has not happend yet and they said that September was "make or break". We will see.

BTW, I don't consider the following to be such an announcement from AMD, because "He (Ruiz) left unchanged the company's third-quarter forecasts and declined to say when AMD is targeting profitability."

http://biz.yahoo.com/rc/030923/tech_amd_outlook_2.html

IMHO