WC Whiner

Intel Speeds Ahead of Advanced Micro Devices

Er, what? My wife is a pop-culture addict, so I get a good sample. In a given week I see 0 AMD commercials on the teevee, versus maybe 10 INTC (mostly those nifty Core dancers).

There is that one AMD billboard down the 101 South, and a few bus-stop posters, but on television I see nothing of theirs at all.

I don't know what you're watching. What am I missing?

Intel Speeds Ahead of Advanced Micro Devices

Me, I don't see the big Vista bump. I look at the economic data, which so far indeed point to a soft landing, and don't like a naked long in anything as leveraged to consumption as INTC. Turn this into a paired trade where you short AMD or at least a basket of other techs you dislike (UMC at $3.50? I've been selling, too), and I'm there with you.

Crossposted to rawgreed.