Intel Corp (INTC)

[SemiconEng]

On another topic, how 'bout that AMD stock? The market seems to disagree with our thesis that they are going out of business.
John

Our Thesis???? Not mine Baby..... I don't want AMD to go out of business. Competition is good. Intel got fat and lazy without competition, and I for one have no desire to go back to those days.

As far as the Market is concerned, I think the market is responding right now to the hype. The thing about hype, is that it all looks like great fun for awhile, but eventually you have to deliver. And that from AMD, I don't see.

Many Fanboys in the past have crowed about how Pricewatch is the measure of the market. They ripped intel's lack of pricewatch listings if they didn't show up on the same day as introduction. Of course now that the shoe is on the other foot, the story runs more like "I saw 3 - 2400+ listings on Price Watch only 2 months after introduction, WOW that's a good thing".

No, I don't believe that AMD has their 0.13u issues worked out yet, and I'm not interested in the death of AMD. No, it's much better to keep them around to keep the DOJ away, and keep intel sharp. If intel continues the slow constriction of AMD, without killing them, for far into the foreseeable future, than that's the best thing I can think of.

Semi