Advanced Micro Devices Inc (AMD)

[bobs10]

Cramer...

Cramer said the "unthinkable" has happened and that AMD has been outperforming Intel and will continue to outperform Intel. The reason, said Cramer, is AMD's management. "AMD's management is wiping the floor with Intel."

Me...

While Cramer flops around more than a fish out of water, that's a pretty definitive statement. It's nice to see someone recognizing that INTC's management is in a class of its' own. There's really nothing anyone can say except that AMD wouldn't be where it is to day without all the help INTC management has so graciously bestowed upon AMD. As an AMD investor I can't thank Barrett and Otellini enough for the truly insightful way they managed to do just about everything wrong that could have been done wrong. I especially want to thank them for choosing a proprietary Itanium over X86-64 as the direction to send INTC. This decision, while just one of many that lit the way, was without a doubt INTC's management highest achievement. Nowhere in all the annals of business has there ever been such a case of one business so willing to help the needs of a competitor.

You can bet this is just the beginning. We're going to be hearing a lot more from analysts in the near future on this subject.

A little off subject, but I wonder if it was Cramer doing all the buying this morning? It wouldn't surprise me any given his comments. Still having him on board is good while it lasts.