We knew that the company was trying to hide all these problems behind outrageously optimistic promises.

Thus, we were perfectly aware that the single die quadcores were expensive to manufacture and would have to be sold very cheap.We knew that there were serious problems with the 65nm process, otherwise the speeds of introduction for the already very late Barcelona wouldn't be as abysmally low.thus Phenom, its twin, was going to suck too.We knew that Barcelona is not even in the same league as other Intel processors,.This does not make sense to me, because by November 16 we already knew in what disastrous shape the company was: The price, rather than taking off from $12.64 per share, began the crash to today's low of $7.02. But there is an issue nagging me that I have not been able to explain: This AMD crash began right after Mubadala invested 622 M$ to acquire 8.1% of the company, that was announced in November 16. Since recently it became evident for the Market that AMD is not viable, the stock price has collapsed very quickly.

Normally, this would call for renewed conviction about bearish positions on AMD, but it is not so simple, as I try to explain: I am sorry to say that Management is still in denial of those problems, they just promised a better future for the company, but not at all how is it that it will improve, so, I begin to fear the worst. I said that the opinions of Management should be studied within the background of inviability, and I detailed how is it that AMD's management has over a year speaking of 'perfect storms' rather than addressing the real problems. Last time, when I spoke of the AMD Analysts Day, I tried to construct an interpretative framework to make the most of it.

Amd k10 how far behind intel