Wednesday, September 28, 2005 6:56:27 PM
Re: I was wondering why it is that AMD can prosper, or merely exist only under when Intel slips up
This is not true for HP / Dell, Coke / Pepsi, Sony / Philips etc.
AMD is the kind of company that survives in tough times and thrives in good times. There's a lot of money to be made by catching them during their lows and betting against the optimists, such as what Elmer does when he sells calls from month to month. Anyone expecting Intel to fumble enough for AMD to catch up with them in market cap might as well invest in the lottery. It might happen, but it would be like:
Gateway toppling HP, RC toppling Coke, or Coby toppling Sony. Intel may be disadvantaged right now competitively, but they are still a solid company that vendors trust. All it took was a future roadmap to keep Dell loyal and win Apple. And all those who doubt that Intel's next generation will make an impact only have to ask Dell and Apple why they'd bother otherwise.
This is not true for HP / Dell, Coke / Pepsi, Sony / Philips etc.
AMD is the kind of company that survives in tough times and thrives in good times. There's a lot of money to be made by catching them during their lows and betting against the optimists, such as what Elmer does when he sells calls from month to month. Anyone expecting Intel to fumble enough for AMD to catch up with them in market cap might as well invest in the lottery. It might happen, but it would be like:
Gateway toppling HP, RC toppling Coke, or Coby toppling Sony. Intel may be disadvantaged right now competitively, but they are still a solid company that vendors trust. All it took was a future roadmap to keep Dell loyal and win Apple. And all those who doubt that Intel's next generation will make an impact only have to ask Dell and Apple why they'd bother otherwise.
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