Advanced Micro Devices Inc (AMD)

[HailMary]

How many things have to go right for AMD to benefit from
an advantageous position? And how long can all these
factors realistically stay right?

Contrast that with how many things have to go wrong for
Intel to suffer from a disadvantageous position. And how
long do all these factors realistically stay wrong?

I think AMD has already established a place for itself. If things stay the same as they are now, they should be quite profitable for the foreseeable future. I don't expect Intel to keep making mistakes. I wouldn't really say everything is going right for AMD either. Where is 90nm? It should have been out 6 months ago.

I think we'll see a more balanced game with no clear winner. Intel will continue to crank out profits based on superior manufacturing prowess, but I don't think they will have the market stranglehold they had several years back where they could control prices, and I don't think they'll ever get it back. Winning for AMD is to be profitable year after year, not to destroy Intel. I should have been more clear. My conservative target for AMD is to see them make $1/share/year. They are set up perfectly for this and possibly more, so I think it justifies owning a lot of AMD shares at current prices regardless of what Intel is doing longer term. Intel doesn't have a decent response in the short term.