Replies to post #145595 on Intel Corp (INTC)

[Elmer Phud]

VeeCee

I did an analysis of AMD's chances here. It boilded down to this:

1) What are the chances of AMD actually telling the truth?
2) What are the chances of AMD actually delivering on a promise?
3) What are the chances of AMD meeting a schedule?
4) What are the chances of GloFo getting a process working on time?
5) What are the chances of AMD bringing up a new extremely complex design on a new unproven process at an unreliable foundry?

The actual list has 4 or 5 more entries but it's essentially our version of the Drake Equation.

I concluded the chances are low.