Intel Corp (INTC)

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Spokeshave, Re: Looks like close to a 300M loss for AMD this Q.

AMD has had a $900M cost structure now for the past several quarters. If they just warned on revenue of $500M, that makes the loss $350M-400M. AMD only has $1100M in cash and short term investments, and that's not including $370M in short term and current long term debt. AMD can only take a couple quarters of this abuse.

Re: I was tempted to buy at $5. Glad I didn't.

Ditto on both counts.

Re: I can't really see that Intel's ASPs are any better than AMD. Could we see an Intel warning too

Dell forecasted better than expected earnings. Isn't it possible that Intel is gaining at the expense of AMD? This past quarter, Intel was in the best competitive position since before the Athlon was launched. They had to have gained in market share.

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