Advanced Micro Devices Inc (AMD)

[bobs10]

The name of the game for AMD has always been taking market share from INTC. Right now the market for processors is growing fast enough that INTC will probably retain its market share, for the time being. One can't help but wonder what the situation would be like if these weren't boom times. I guess INTC would just rent another of those slow boats to China, since the channels already appear to be bursting at the seams with P4s no one wants.

Actually, as far as counting chickens goes, I was thinking more along the line of golden geese. The problem for AMD is that the golden goose has this old patina on it that needs to be cleared away. The elbow grease has been applied now and this quarter we should finally see how gold glistens.

The problem for INTC is that you can't spit shine a turd.