Intel Corp (INTC)

[Tenchu]

Semi, I don't understand why you are taking any measure of comfort, however slim, in the malaise of other tech companies. There are two problems:

1) It's worse news for INTC if its depressed stock price is due to a general tech slowdown instead of its own execution problems or product portfolio. At least in the latter case, the problems are all under Intel's control.

2) For AMD, the difference between missing and beating expectations is very small. Plus most everyone in Wall Street is expecting AMD to miss, so if they do, that's not a big deal (barring any possibility of bankruptcy, which I don't think is likely).

Personally, I don't expect AMD to miss this quarter, given how Intel is practically holding the door wide open for AMD in major market segments. And if that's the case, I'd hate to see the "geniuses" like fictionnotfacs returning.

Tenchu