Advanced Micro Devices Inc (AMD)

[bobs10]

Well I have no idea what the process was that got the Israelis the chance to show their stuff, but I had never heard of them ever being given the chance to show what they had until INTC got into its excess power/heat problems. I would bet the solution was a lot more Israeli based that what you seem willing to admit.

You’re right, there are undoubtedly lots of good managers at INTC, but that doesn't change things, INTC management has made lots of lousy decisions over the last few years. And then there's that management lack of imagination thing again.

Yes, I'm constantly amazed how INTC seems to have more toes to shoot off than there are bullets. Frankly, the inability of AMD to take market share despite INTC's more or less continuous string of blunders has had me very perplexed and confounded. I'll be looking and AMD's financials very carefully this quarter. AMD really needs to take better advantage of the current situation.

One thing I know is that when your in a street fight you had better put your foe away while you've got him down or he will likely end up putting you away.