Advanced Micro Devices Inc (AMD)

[SemiconEng]

Semi and other long time Intel investors-
If I were in your position, I would probably despise AMD (I'm not saying you all do - I just think I would personally). After all AMD forced Intel to lower ASPs, has caused them to rush products out the door, and countless other things that have affected Intel's stock price for the worse. Intel probably would have been another 5 or 6 banger over the last 5 years if it wasn't for AMD. AMD just won't lay down and die.


See, I look at it differently....... I don't want AMD to lay down and die. Not at all. Prior to the period you describe, intel was fat, lazy, and arrogant. Even after AMD wasn't able to make clones after 286, there was a fat/lazy attitude I detected during the K* days, due to well known manufacturing issues with those products, during that time. Intel didn't wake up and smell the coffee until Athlon, and today, intel is neither Fat, nor Lazy. Forget about eliminating arrogant for now, we both know that's not going to happen.

IMO, intel would not have survived at all in today's market being the fat slob it once was, and they have AMD to thank for that, and I think the transformation in the company was nothing short of remarkable. Practically turned an aircraft carrier on a dime. I think, despite the reduced value of my holdings, that the competion from AMD really has been good for intel, despite the stumbles. You learn allot from stumbling.

See how 2 people can look at the same data and see different things?

Semi