Jenn

AMD: Chipping Away at Intel

My God, where to start...

1) How is it possible for "half of AMD's growth" of 2.2% be at the expense of Intel when Intel's loss was just 0.7 percent?

2) Why does the author fail to mention that on a quarter-to-quarter basis, AMD just LOST market share to Intel? In fact, from Q4 '07 to Q1 '08 AMD's share dropped from 14.1% to 13%, while Intel's climbed from 78.5% to 79.7%.

3) Why do people think that they can make something sound bigger by expressing it as a percent? Only an idiot or someone catering to idiots would say "3700% bigger" rather than "38 times." Anyway that's not even the correct number since, as of today, Intel's market cap is closer to 34 times that of AMD ( = 109B/3.2B). Sorry I mean "3300% bigger."

4) When exactly will "macro-economic" forces improve so dramatically as to push AMD's shares from $5 to $12? In 2008 with a projected earnings loss of $1.44/share? Or maybe in 2009 with a loss of just $0.63/share?