INTC stumbles on getting some next gen. parts out the door. So, they are only going to bring in $8.5B in revenue in the next quarter as opposed to the $8.1B they brought in during the most recent quarter. They still have $400M in sequential revenue growth.
AMD has more than picked up what INTC is leaving behind. AMD is bringing in $5B this year instead of the $3.5B they brought in during 2003. AMD has 40% annual growth!! This is what happens when the competition hits their delines better than the fat, out-of-shape industry leader. We have the two main microprocessor companies growing beyond 10% combined; you know there is no global market slowdown, you know this is a great opportunity to buy the companies that have a diverse customer base like Agere does. Long and strong