Advanced Micro Devices Inc (AMD)

[smooth2o]

Let me make one comment on all this Intel/AMD process stuff...

The arguments don't make any sense to me unless they include the one fact that makes a difference. Intel manufactures 90% of the available market. Given two companies in a duopoly with one at 90%, there is NO WAY that the two companies could wind up with competitive processes for their marketplace that would allow them to swap places (sorry for sounding so pragmatic). Intel heads for volume and AMD tries to out-perform. You know, on that basis, AMD hasn't done too well, have they?

Whereas, AMD could never manufacture nearly the volume of Intel (and I mean 20% is tops), Intel does not have the capability to tweak out what they have to match AMD (although they compete very well).

Let's give credit where credit is due. There's a lot of talk of "what AMD can do", but Intel has shown that it's already there. There's a lot of difference between laying the bet on the table, and talking about the bet you'll make.

Smooth