Re: The current state is basically an aberration. You seem to be predicting that the aberration will not only continue, but will become even more pronounced.
I'd be interested in hearing why you think this is an aberration. AMD deserves their valuation for inconsistancy, a large debt, and very little growth since the onset of the company. Intel deserves their valuation based on consistant earnings, large YoY growth, dividends, and a well managed company. I suppose I should call AMD much better managed these days, but they still have a lot to prove. If a loss of competition, however, leads back to losses, then why should they deserve to be even within 6% of valuation?
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