Advanced Micro Devices Inc (AMD)

[bobs10]

Falling knife, part one.

http://www.personal.anderson.ucla.edu/pedro.santa-clara/IntelCase.pdf

Me...

Not much mention of AMD and no mention of Athlon. I would like to read the next one of these that comes out, and there will be more. Maybe the market was smarter than indicated and was looking further down the road?

Anyway, I made my decision back in 1998 that INTC was toppy and had only one way to go. Not that I couldn't have been proven wrong at almost any time until recently, but in the end my misgivings about the new (1998) management and the diversification plans and monopoly status INTC had obtained proved correct.

In the next installment I fully expect INTC management to appear front and center as without significant help from them AMD would still be following bubba around wiping his ass as needed.