Advanced Micro Devices Inc (AMD)

[imho]

BTW, you think putting all your eggs in one basket is the correct strategy?

pfosse: Intel has and it has worked well for them.

Intel has? When Intel sells off their flash, we can revisit this.

Actually, I see your point. Intel is more diversified, but CPU's are still a huge percentage of their business. Still, all is not roses in a cyclical industry (see 2001), even for mighty Intel. Their financial strength and size is a positive. AMD, I would think, would be worse off.

IMHO