Replies to post #98586 on Intel Corp (INTC)

[The Duke of URL]

"AMD's Fusion products will show early if that is going to be a serious problem going forward."

Not really. x86 plus graphics is not the same as ARM plus graphics.

And I hasten to remind you that after the settlement of the "Pure Blackmail" Lawsuit, NVIDIA can not use x86 to combine with their GPU, but Intel is free to use NVIDIA technology to combine with it's x86. All for a lousy 1.5 Bill.

[inex]

Agreed. However, at this point AMD is not yet offering anything that might put any type of dent in Intel's margins. We'll have to wait for BullDozer to see if that produces any real threat.

Not to incite antagonistic posts, this is also why I own some AMD.

Intel was simply too compelling at under 10 PE & 3% dividend and I believe that AMD (if it can find a CEO that doesn't scare away investors) is not necessarily undervalued, but, I believe that it's pipeline is more promising than it has been in a while.