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Contributors: Douglas McIntyre Jon C. Ogg

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Wednesday, October 18, 2006

Street Implies That Intel is Winning

So the real question is: Who is telling the truth, and who is lying? Yesterday Intel noted it was taking back some lost market share, yet AMD posted these gains. It appears that the lower margins may tell it all and trying to look back now may be driving by the rearview mirror.

AMD is now down 12% in after-hours trading around $21.00, so it looks like we know which company the street is really trusting now. INTC is down a bit with it, but we'll tune in later after the conference call to see what the real reaction will be.

Jon C. Ogg
October 18, 2006

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