Quote from graemem:
You may be right......however, he is posting the right sort of news for this thread.
Many posters here are concentrating on engineering advantages/advances of INTC vs AMD as reasons for buying the stocks of these companies. Essentially these two companies manufacture components, albeit very hi tech ones, that go into other pieces of equipment ie PC's for the most part. The assumption is that better engineered and more advanced components will drive the sales of the end piece of equipment. Maybe that happened ten years ago....
Personally I can't see any real good reason for the big PC companies to perform any better over the next year or so. However if you are a long term investor, maybe its coming up to the time when these stocks offer some incredibly good buying. If over the next couple of years there is some REAL quantum leap in technology, which in turn drives a sector, then INTC will probably be in the best position to take advantage of such a shift rather than AMD, purely on size alone.