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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 But I do own a computer with an outdated Intel P2-300 in it.
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