Advanced Micro Devices Inc (AMD)

[bobs10]

you...

typical AMD fan wishful thinking post i thought.

me...

Well, personally I think NGA is going to have to be dozy to untrack the AMD train, but in any case we should have plenty of time to evaluate the threat before it actually becomes one. Second, I'm one of the skeptics that don’t believe INTC has any cost advantage over AMD. Actually, I think INTC has higher costs than AMD, way higher. This of course leads us to their manufacturing processes, which again I don't think are any better than AMD's and probably worse. Which inevitably leads us to INTC's marketing, which so far hasn't been able to put any pizzazz into the INTC lineup, and is unlikely to even with things like VIIV.

The last thing I want to do is delude myself with fan thinking, but from as dispassionate a point of view as I'm capable of that's the way things look to me. Of course things are subject to change, but AMD should have a couple of super quarters before any threat seems possible