Y
Yousuf Khan
InformationWeek Weblog: Intel-AMD MPU War Over, We're All Winners
http://www.informationweek.com/blog/main/archives/2006/01/intelamd_mpu_wa.html
http://www.informationweek.com/blog/main/archives/2006/01/intelamd_mpu_wa.html
InformationWeek Weblog: Intel-AMD MPU War Over, We're All Winners
http://www.informationweek.com/blog/main/archives/2006/01/intelamd_mpu_wa.html
EdG said:I always figured Intel could just run AMD out of the market, they had
plenty of chances, AMD isn't any real threat to Intel, their just too
damn small.
Always was the assumption for as long as I can remember.
Keith said:A *bad* assumption since the K6, as far as I'm concerned.
They could have, was always my assumption. But it would have beenKeith said:On Thu, 26 Jan 2006 23:43:25 -0500, Yousuf Khan wrote
EdG wrote
I always figured Intel could just run AMD out of the market, the ha
plenty of chances, AMD isn't any real threat to Intel, their jus to
*** small
Always was the assumption for as long as I can remember
A *bad* assumption since the K6, as far as I'm concerned
-
Keit
dannysdailys said:And yes, we are all winners. Competition is a wonderful thing.
The free market left alone, will insure the winners always rise
to the top.
dannysdailys said:All Intel had to do to insure their future,
was the R&D that AMD did.
Instead of continuing to clock up old tech.
Assumed Intel could just run AMD out of the market? Yeah,
that's what Intel thought to. And, I believe in their
desperation, they did a few things the Justice department
is irritated over now.
They could have, was always my assumption. But it would have been
expensive and irritated the justice department. So there was no reason
to.
Keith said:OT (On Topic : Since then, we've (wife's IRA) made at least 6x
(even using a rather conservative strategy) our initial investment on AMD
stock. We had money behind the belief in their technical and business
ability to compete against Intel.
I'm even making back some of the money that I had sunk in from the peak
of the dotbomb era. Now it's getting time for AMD to pay me back the
interest from five years of waiting it out.
A *bad* assumption since the K6, as far as I'm concerned.
One does wonder how things would have played without Itanic - took their
eye off the ball and diverted untold amounts of resource. I see the
usetabees have decided to dump another $10B into it:
http://www.reed-electronics.com/electronicnews/article/CA6302639.html ...
small change.
Keith said:Some people were late to the party. A cow-orker is in the same situation
as are/were you. He got out recently and is now PO'd that he did. We did
the run-up and got out at prudent, though not optimal, times (selling
enough each time during the runup to cover the initial investment). If
you remember, Course was laughing at me for my AMD holdings. AMD has been
beddy-beddy good to me. ;-)
George said:One does wonder how things would have played without Itanic - took their
eye off the ball and diverted untold amounts of resource. I see the
usetabees have decided to dump another $10B into it:
http://www.reed-electronics.com/electronicnews/article/CA6302639.html ...
small change.
I'm even making back some of the money that I had sunk in from the peak
of the dotbomb era. Now it's getting time for AMD to pay me back the
interest from five years of waiting it out.
John Corse was laughing at you?
I wonder what he'd be like now, now that Rambus seems to be very
dependent on AMD's blessings now.
Hmm, another one... me too. I wish I'd had the courage to get more at the
bottom. When it was at $7. three years ago, a friend told me his
stock-expert subscription's opinion was that the company would never go
anywhere and to get out now, before it collapses completely. I ignored him
of course but did not have the conviction to balance my losses by buying
more.
Keith said:You don't remember too well, eh? He was deriding me for a measaly
gain (though I'd yanked the original capital when it went to 2x) compared
to RMBS. Of "Corse" that's when he was in the middle of his pump-n-dump
scheme.
I don't think I want to go there! I'm still trying to figure that
one out. But remember, it was DeanK who figured out who Corse was and
stopped his nonsense (at least in .chips).
George said:Hmm, another one... me too. I wish I'd had the courage to get more at the
bottom. When it was at $7. three years ago, a friend told me his
stock-expert subscription's opinion was that the company would never go
anywhere and to get out now, before it collapses completely. I ignored him
of course but did not have the conviction to balance my losses by buying
more.
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