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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 227.90+2.0%Jan 15 3:59 PM EST
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To: DRBES who wrote (196557)5/12/2006 12:18:06 PM
From: dougSF30Read Replies (3) of 275872
 
DRBES, given that both Hector and Henri are now on record effectively admitting that Intel is going to take the lead real soon now, how different is it going to be?

*** Henri with his "they may be in an improving cycle, we may be in a stable cycle in H206" and Hector effectively saying "No" in a very roundabout way, when asked by Cramer if they would be similarly challenging Intel to performance duels this year and next. Of course, Cramer was too stupid to realize the implications of Hector's answer (unless he's doing the opposite of what he's preaching).
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