Intel Corp (INTC)

[wbmw]

Re: You might want to read the 1/11/06 Prudential Equity Group analysis of just that, here, before you open your yap again

First, any self-proclaimed expert can claim things like this. But this is not the first study to have been done on INTC/AMD CPU cost structure. MDR has also performed one recently, and showed Intel to be far lower cost than AMD.

#msg-8202980

Now, if I am to choose between an analyst whose specialty is microprocessor mechanics versus one whose specialty is financial mechanics, in this case I'll have to go with the former. This is especially true when you look at Intel's GMs, their 300mm factory network, and their upcoming smaller average die size (Core Duo and 65nm Pentium 4 cores both being ~90mm^2 or less). In short, I think Prudential is full of crap, and it's no surprise that you have taken their word as gospel.

Re: jhalada has already taken apart your revisionist claims

LOL, so that makes two people with reading comprehension problems. Your link shows that I wrote:

Muzohub, are you a risk taker?

AMD is nearing the top of their competitive advantage. They have maxed out their manufacturing capacity, raised the mix of dual core processors, and maximized the competitive distance in performance. All that's going to change, though, and soon. Find a good place to sell, you won't want to be part of the group holding the bag next year when valuations drop like a rock.

"Find a good place to sell" is not the same as "sell now". I even stated that I expected the price to drop "next year" (i.e. 2006). If you were Muzohub and took my advice, you'd still be holding your shares, since there have been no places to sell when the stock price has been increasing. But based on all the same reasons I stated above, the risk in holding the stock gets larger the longer you wait. Cashing out and collecting one's winnings is not bad advice, even though your infantile mind can't seem to comprehend that.