Advanced Micro Devices Inc (AMD)

[bobs10]

Right on. I expect we haven't seen anything yet. As AMD continues to tighten the processor vice on INTC's balls INTC will dip more and more into that trove of cash it has to try and dissuade anyone from having anything to do with AMD.

To me flash looks like the area in which INTC wants to make the biggest statement. It certainly looks like the flash manager has been given carte blanche to do what ever it takes to recover market share. AMD may be hurt some this quarter, but INTC's financials should make very interesting reading as flash will undoubtedly go further into the red. I'm still not sure just what INTC is up too, but it has to be costing them dearly.