Intel Corp (INTC)

[oldchiguy]

John,

My guess is that he is looking at more niche products, with high margins. I think the days of undercutting Intel by 25% on comparable products may be over,

I recall that we discussed this about 5-6 years ago as the only viable long-term strategy open to AMD. Too bad they didn't consider it then. Competing with the Intel behemoth was a Jerry ego thing for them and not really rational IMO. OTOH, having the competitive pressure from them has pushed Intel technology faster than otherwise would have been the case and I don't think that's a bad thing.

bg