Many have taken advantage of AMD's volatility. I started at 12 and change, held 'til 42.00, and was out and in many times since on no brainers, like Dell news, etc.
Either up or down, it moves, and you can make money either way.
Anybody holding Intel now is not doing enough research on their IRS problem, the AMD Law suit, and the overhead of keeping all those Fabs running in a downturn, etc.
Intel has too many shares, and no chance of feeding them all, let alone growing them in share price.
The only way you can make money on Intel, is if they can bankrupt AMD, and even after that, a big company with deep pockets would take it out of Chapter 11, and put it back on the market. Intel needs to have its monopoly back in order to become half of what it once was.
Given that, we know Intel's business plan was to break AMD, and they failed. In order to stay afloat, they need 80 percent of the market.
AMD at 24 percent has caused them a restructuring migraine. The next year should see AMD at 30 percent, then the migraine becomes a tumor. |
