Replies to post #40165 on Intel Corp (INTC)

[wbmw]

Re: Unfortunately for AMD, they brought a knife to a gun-fight. And their gun (Barcelona) should arrive just in time for Intel's cannon (Penryn), and next year Intel breaks out the nukes (Nehalem). Maybe AMD really doesn't have any other alternative than to go crying to sympathetic "journalists"

This is exactly it. AMD has zero credibility with the analysts as it is, and they're just about to announce another terrible quarter. So Richard goes before the press and does a little dance, and hopefully some customers get sympathetic....

It reminds me of a Simpson's episode where Burns and Smithers put on a show for investors that's more like a standup comedy routine. Except in this case, Richard is AMD's clown.

[Tenchu]

ChipGeek, good post. Just one comment:

> At the same time, the Intel folks moan and groan about how AMD should simply give up and go back to a niche market with 20% MSS, where they can have sustained profitability.

I don't believe this at all. I never said that AMD should simply give up. They're doing what anyone else would be doing in their position. They're trying to compete on all fronts, from technology to legal to PR. It's the best they can do for themselves and their shareholders, even if they happen to fleece the shareholders in the process. (The fleecing should be a matter for the SEC and whatever lawsuits the shareholders decide to file, if any.)

As for Intel, I've said it before, and I'll say it again. I think it's time that Intel finally put away AMD for good. I know that's not the most "kosher" thing to say from an anti-trust perspective, but what the heck. The government will be the government, and they're always going to be on Intel's back, whether AMD is around or not.

That's why I no longer believe those who say that AMD still exists because Intel just wants to fend off the FTC.

Tenchu