Intel Corp (INTC)

[SemiconEng]

AMD ignores the Intel hyena at its peril

http://www.theinquirer.net/?article=21125
WE CONTINUE to slightly fret about whether AMD is spending too much time worrying about marketing and inventing brands rather than making great products and selling them.

But we wonder if perhaps AMD succumbed to the praise lavished on it in 2004 and failed to watch its competitor as it took serious steps to regain its market lead. The chip business is and always has been a tough business - it's linked indissolubly to high capital costs and Grove's aphorism "only the paranoid survive" continues to hold true.

Is AMD too pushed to spend much time examining the biggest threat to its continued existence? Or would it rather just lap up the hack-generated cream like a contented fat cat, not realising that there's a hyena lurking just outside the door and it wants blood?