Paul:
"So far, what this fellow wrote is dead-nuts on - but your blind obsession keeps your from having any grasp of reality. "
Cold hard reality to me is "eps progression" both relative and absolute...and the current cold hard reality for me is Q1 INTC eps = $0.07 (with very real prospects of red ink in Q2) and AMD Q1 eps of $0.37 (with zero chance of red ink in Q2)...Going forward, by extrapolation on recent financials, the eps gap can only widen in AMD's favour for the rest of Y2001 and probably for the foreseeable future...INTC has taken its best shot with its P4, and its P4, by almost all accounts, is a weak competitor, some have even referred to it as a "dud"...The days of INTC/motherhood association in the eyes of the corporate world are, in all likelihood, fast drawing to a close as it looks like the latest "begotten", the P4, of INTC is not only not a saviour for the microprocessor sector, but in fact, a major flop...Awfully tough job, even for INTC/motherhood to pick itself up off the mat in the face of such an embarrassment as the "dud" has so far shown itself to be!!! |
