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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%3:59 PM EST
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To: dougSF30 who wrote (226680)2/22/2007 3:32:34 PM
From: I_BankerRead Replies (3) of 275872
 
What makes you think AMD can keep up with Intel's design and process cadence?

I don't know, the fact that they have historically. The fact that it is not just AMD, but AMD + partners (IBM, Sun, etc.). The fact that they lead in some design areas like HT.

I know you think this time its going to be different. Intel will just bury AMD -- not like last time. What can I say, invest accordingly.

For everyone else, Intel will NOT be a monopoly in the CPU business anytime soon.
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