Advanced Micro Devices Inc (AMD)

[HailMary]

but I think these rumors speak more to what has happened rather than what WILL happen

If these rumors pan out to be true, AMD will gain a little extra momentum in the marketplace in Q1 and Q2. Intel can certainly recover (they probably already have the problems fixed internally), so I see this as more positive for AMD than negative for Intel. AMD still has a lot to worry about the long term (Intel will likely be in the performance lead again, 90nm transition, etc.), but short term things are looking good, so I'll continue to hold my shares.

AMD investors are an unusual bunch. They sometimes weigh short term outlook more than long term outlook, as can be witnessed by the high volatility.

I also agree with Elmer that yb should have posted his source from the start to help us weigh the information appropriately. Without a source, it was useless. Now it is only slightly less useless now that we know the source, but I thank yb for posting it anyway.