Jim, if I didn't have a bunch of Intel shares, it would almost be comical. When 3COM or Cabletron do bad, CSCO doesn't get hit. When SGI does bad, SUNW doesn't get hit. But when AMD, now out there three times this quarter with bad news, does bad, and a lot of it due to their own manufacturing problems, Intel gets hit. Ought to go the other way. That shortfall of, what, a half million or so chips AMD won't ship, are most likely going Intel's way.
There is a chapter in Geoffrey Moore's Gorilla Game book where he talks about chimps, which are companies that try to overthrow a gorilla. When they fail, according to him, everyone wants the chimp to be killed (his words). That's competitors, and customers and stockholders. I say get some other competitor out there that isn't such an embarrassment, and a joke, to the whole industry.
Tony |
