Replies to post #98727 on Intel Corp (INTC)

[Elmer Phud]

I'm not sure how much of the BullDozer launch is already priced into the stock if any...

I think the lack of release is priced into the stock. If they ever actually launch it that will likely provide a surprise pop. IMO.

If BullDozer doesn't launch, then, AMD will most likely start holding a fire sale and sell off as much of the company as it can...

If AMD had put those resources into low power products and integrated graphics they would have been far better off. That may be why Dirk was fired. I think it's still possible AMD will scrap DullBozer completely. GLF clearly can't pull off 32nm SOI with HiK-MG and it only gets worse as time goes on. Better for AMD to break all ties with GLF and see if TSMC can save them.