wbmw,
First, I'm not attacking anyone, unless you count those people on the opposite end of the spectrum who are counting on AMD market cap surpassing that of Intel's. Besides, there's nothing wrong with believing there is NO aberrant difference between Intel's and AMD's valuation.
I was not talking valuation, which for Intel is fine, after coming down from the unrealistic days of the bubble (given thngs will not get worse profit-wise).
What I mean is that whenever a company had a dominant position in any industry, it invariably lost it over time. Microsoft and Intel had a pretty good run, but I think it is only question of time until they are taken appart by hungry competitors, especially in case of Intel. Intel is already suffering from complacency, and nothing really great came out of the US design teams since P6, and Intel averted a major meltdown only thanks to the Israeli design team.
Only Intel will have a marketing team capable of communicating their value proposition to the critical end users and IT departments for businesses around the world.
You mean like threatening OEMs who want to offer choice (and a value proposition) to their customers? True, only Intel can do that. But can it last? I think the law enforcement already officials already have Intel in their crosshair.
I sold my last AMD several months ago when I felt their gains were nearing their peak.
Ok. But since you keep telling people to sell, you can go further and short AMD, to keep up with your rhetoric.
As for my INTC, I already own many shares, as I believe I've said enough times before. My money has been where my mouth is for quite some time, in spite of hardly ever seeing the same from you hypocrites.
I posted my position on SI, which is long AMD, no position in Intel. You did not check, which makes me a hypocrite?
Joe
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