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Intel runs you over every time you think you might get traction. It has to be hard. Both companies are struggling with a weak desktop market. AMD, though they've made significant progress on the technological front with their more sophisticated line of processors, is hopelessly under-capitalized relative to Intel. When times are great, there's business to go around for everyone. As the economy slows and business gets more competitive, it's going to be a lot worse for the lesser company. AMD is the lesser company here.
I think Intel will lower guidance for next quarter when they report and AMD's outlook will deteriorate further. Don't go bottom fishing in AMD.
Tuesday, April 8, 2008
AMD preannounces lower results
Posted by Roy Howard at 4/08/2008 08:53:00 AM
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