Advanced Micro Devices Inc (AMD)

[rupert]

mas

Thanks for posting that link. I've given a full explanation of the reason for the new board on the SI OT board here:

http://www.siliconinvestor.com/readmsg.aspx?msgid=23372349

This is an extract from that post:

".....I decided it would be better at this time to create a new board that took account of some of the structural stresses that are common to some AMD and Intel boards. One of them is the heat generated by the "host" investors - AMD or Intel - when they perceive that "their" board is being undermined by the activities of the "visiting" investors.

Ten years ago, there may have been a case for proposing that Intel and AMD lived in their own self-contained universes. But that's no longer the case.

Its impossible to discuss AMD or Intel without discussing the competition between them. I think there ought to be a board where both sets of investors - as well as uncommitted investors - have equal status and where the AMD v Intel competition is front and centre.

Dave agreed and I have set up a new board. I welcome advice, suggestions and your input.

This is how I introduce it:

"AMD's antitrust suit against Intel dramatizes the competition between the two companies.

They compete on technology, manufacturing, design wins and distribution. They go head-to-head in most of the world's markets. They compete for partners and associates, for investment funds and for the favour of the financial markets.

This board is about the competition between AMD and Intel and the consequences it has for all investors.

Moderation will be liberal to encourage searching questions and open discussion in a lively and pleasant atmosphere.

I will rely heavily on the self-discipline and experience of posters. However, I will ban any poster who uses disruptive debating techniques such as insults, baiting and anything that smacks of spamming."

http://www.siliconinvestor.com/subject.aspx?subjectid=57040