Fred, I agree with you concerning the 486 and AMD. I never respected them for their inability to come up with their own design in the early nineties. BUt this is a different ballgame, and you are not seeing 'clones', you are seeing equal and better implimentation of the technology. Why I think Intel is in for hard times is exactly what is happening on this bb. Hardly a mention of the K6, 8mill trans on < 150mm chip. I personally don't own AMD right at this moment, but as soon as this current blowoff settles down, I will own it. It is simple, you have hungry competitors who will do what is necessary to break into this lucrative monopoly, and I am sure you are totally wrong about the continued brand name recognition of Intel. It is equivalent to the brand name recognition of GE light bulbs, once indispensible, but now just a commodity. Don't think it won't happen to Intel, it will, just like it has happened to every other monoploy that has ever existed in a free market. THis boards 'oblivious defense' of Intel's invincability is a sign, in my mind, of the impending fall of the empire. Not that Intel is not a fine company with excellent products, engineering etc., but now it is only going to be one of many. Don't kid yourself for one minute, the recent stock action in Intel has nothing to do with the expiration of options, it has to do with the expiration of a monopoly.
Someone wrote to me on this bb about two to three months ago that they plan on putting Intel into a stock account and take a trip for 3-10 years. THey won't have anything to worry about when they return. It's only two months and, IMHO, they have plenty to worry about already. |
