Advanced Micro Devices Inc (AMD)

[bobs10]

Yes, INTC inertia is probably the biggest problem AMD has to overcome. Inertia in this case is a whole lot of things including 30+ years of INTC success in the market place.

Also, INTC has proven repeatedly that once they get everyone heading in the same direction they are capable of amazing things. So yes we'll have to keep an eye out for any sign that INTC is doing anything more than catching up. However, I don't expect AMD is sitting around doing nothing. They still have a significant lead to build on as far as I can tell. I've heard zip about KA/K10.

Yes, I've always had a hard time figuring out just what discount AMD really sells at to INTC. Any reduction in the difference would of course fall to the bottom line.