While AMD (AMD -10.2%) is touching levels last seen in early '09 following its Q3 warning, Intel...

|By:, SA News Editor

While AMD (AMD -10.2%) is touching levels last seen in early '09 following its Q3 warning, Intel (INTC -0.2%) and Nvidia (NVDA -0.8%) haven't moved much: the Street is making it clear it views a lot of AMD's problems as company-specific. "AMD’s competitive position is so much weaker than in the past," says Evercore's Patrick Wang, no stranger to criticizing the company. SA's Ashraf Easaa thinks CEO Rory Read, whose 14-month reign has been quite tumultuous, now faces intense scrutiny.