Advanced Micro Devices Inc (AMD)

[kpf]

joe

The same as what AMD does - keep upgrading to the latest process technology, and if some of the existing equipment can't keep up, sell it off.

This works for AMD. It is eventually practicable for Intel as well as soon as Moore's law has a different shape in the next decade and the nodes get longer with it. In the meantime, i am not sure it would work for Intel.

but that's proably way lower on the list of concerns of the investors.

I don't think so. People with long worry lists do not invest in technology. I think it is far easier. Silicon investors do not care all too much about numbers for the past. But they want companies they are invested in to paint a sunny day picture for the future. Which Intel obviously did not deliver.

K.