Advanced Micro Devices Inc (AMD)

[sgolds]

bobs10, let's say that your observation is correct. (I do agree with parts of it, particularly the hubris which led to the bad Itanium & Pentium decisions.)

That does not mean that AMD becomes the new Intel. Far from it. Intel is a great company built upon wise decisions and excellent execution combined with a fortunate set of circumstances in the 80s & 90s which are not likely to repeat.

In the matured computer industry where commodity pricing rules there can never be another Intel.

(Now, you may say that the new dual core chips, which get a premium price, argue against the commodity view but I think these mark the endgame of premium processors.)

Although there probably never will be another Intel there is still room for good, profitable growth for AMD in this new world.