Intel Corp (INTC)

[Tenchu]

AMD sees the writing on the wall.

They've made gains with HyperTransport, Opteron, and x86-64, but none of those will last, and AMD has nothing else in its bag of tricks. I'm making this call because processor and system microarchitectures are maturing. All we've got left are multi-core and integration. Meanwhile, power and heat are now major obstacles that have to be balanced out along w/ manufacturability and the various vectors of performance. And even performance itself is becoming less relevant.

So what else can AMD do to compete? They can't compete on an equal footing simply because they don't have the market share, the profitability, or the economies of scale. All they have left is to sue Intel and try to legally negate some of Intel's inherent advantages as the big 800 lb. gorilla.

Responses are welcome, especially dissenting opinions. Flames are also welcome, since they say more about the flamer than they do about my opinions.

Tenchu