Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

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

When 2 companies have a market cap in ratio of 15:1, it is a long shot to say that it will become 1:1.

But to say that 2nd biggest company in the merchant CPU business (where there are basically 2 competitors) can't have a market cap that exceeds 6% is as unprecedented.

The current state is basically an aberration. You seem to be predicting that the aberration will not only continue, but will become even more pronounced.

I don't know about too many instances of something like this in the past, other than Standard Oil. Maybe Microsoft.

Joe