Replies to post #37746 on Intel Corp (INTC)

[kpf]

Smooth

Mentioned one reason in another posting you replied to. Another one is that it is hard if not impossible to get into agency business, military, administration etc. and into corporate business if you rely on foundries typically in asia. AMD could not touch these fields much - but it is essential to get there to stay in the race longerterm. AMD rightly said there is no viable niche-strategy in the X86-MPU-biz going forward. From this stance, the brutal-force growth strategy they currently pursue actually looks more like a necessity than a choice.

K.