k.......
I guess I can understand your take, though, because an AMDolt wouldn't know a nice-to-have problem if it hit him between the eyes.>
Those that would like nothing better than to see Intel go the way of the Dodo bird will spin it any way they want ,as your fellow AMD investor did. Intel is ultra-conservative in their messages to the press. If they say "It's a case where demand for the product continues to be extremely strong. It's a good problem."
It's good enough to me. And, of course, you don't have huge demand for chipsets without concurrent same demand for CPUs, mobos, PCs, and probably also nodes and servers, i.e., all the way up the (Intel) food chain.
Speaking of spin, some people spend so much time at it, it's a wonder they can stand up from the dizzyness.
Any more Intel shorts planned? How far underwater from AMD longs?
Tony |