Advanced Micro Devices Inc (AMD)

[bobs10]

see your point, Bob. Intel's earnings are an indicator of past performance, so given that you believe they are in deep dodo, you expect earnings to fall off subsequently in the upcoming quarters. Glad you spelled things out so succinctly, but I'm afraid you'll see just like all the other 'Droids who have predicted Intel's demise since the launch of the K7 that things won't work out like you predict. So I guess we'll continue our quarter for quarter wait-and-see, and at each passing earnings release, the 'Tubbies will have to listen once again that the impending doom is just right around the corner....

Me...

Yes, we'll have to see just how those soon to be released new INTC products are going to bury AMD in a sea of red ink.

I don't think you guys have any idea how things are going to change next year. Up till now INTC hasn't had to worry about AMD taking market share because they only had a single 200mm 90 nm plant. In a very real sense INTC had a captive market as OEMs couldn't risk more dependence on a capacity constrained AMD. All that changes next year. INTC is a fatted hog ready for slaughter and you guys are like the parasites that live on such beasts, too close to see the doors of the abatoir directly ahead.