Replies to post #222064 on Zeev's Turnips Patch-No Politics (ZEEV)

[Public Heel]

Speaking of AMD and INTC, any thoughts about Fleckenstein's contention that AMD is going to eat INTC's lunch? He started pounding the table on an AMD(long)/INTC(short) "industry arbitrage" last summer, and that has been about 80% profitable since then...