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Sunday, January 29, 2006 1:42:23 PM
I agree with this post to some extent.
me...
Yeah, I hardly ever agree with everything posted and the longer the post the less likely that will be. However, the main thrust of the message, that the genie is out of the bottle and won't go back, is what AMD investors need to focus on. One of the things not given enough consideration is AMD's reluctance to speak out on anything of substance, so there are probably a number of things in the pipeline that we know nothing about.
All I can do is go on my past experiences. With the head-of-wind AMD now exhibits I would say it's going to be near impossible for INTC to return things to the way they were. At best INTC is going to be engaging in damage control for a very long time and that includes a successful NGA intro.
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