Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0

The gorilla model is good, but not foolproof! Also I see the follow rules being violated:
1. high barrier to entry.....amd is in.


AMD has been in for a long time. So?

What you are failing to grasp (again, a plea for people to actually read the book prior to commenting on it) is the industry still makes decisions around Intel standards. This may or may not be changing. I wouldn't be so quick to bet against the company which has layed the smack down on AMD for a decade.

Good luck to AMD longs, but you may want to take one more look at the scoreboard.

Latest quarterly revenues:

Intel 7.99 billion
AMD 1.09 billion

In baseball, 8-1 is a blowout. At least in sports, the 2nd tier teams get to draft first next year.

Disclosure: no positions in INTC nor AMD. But I do own a computer with an outdated Intel P2-300 in it.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.