Kapkan, RE: "Intel will miss the lowered forecast and see a sequential revenue contraction from Q3."
This wouldn't surprise me, with the price wars and all.
RE: "Amy, still holding ...Must be that wonderful CPU roadmap, with Itanic and P4 as the crown jewels, that keeps you going." Kap
Yes, Intel does have a wonderful roadmap - high margin Server products, network products, and of course, the desktop mpu business. I'm still holding.
I am sincerely curious, have you ever purchased AMD shares? I know you're a fan of AMD, but I have never seen you post your purchases, so I was curious.
Amy J |
