Intel Goes More After AMD Turf (INTC, AMD)

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The WSJ has reported that Intel Corp. (NASDAQ: INTC) is completing a new processor called Diamondville that is for computers of $250 and under.  The size of this processor is tiny at a whopping 25 square millimeters.

We do not have any pricing plans for how much, actually how little, these new processors will cost.  If this is for sub-$250 PC’s and whatever future geared down net devices we end up using then it can’t be too costly.

Advanced Micro Devices (NYSE: AMD) looks like it is being fought on all sides.  AMD is one we frequently cover in our weekly "10 stocks under $10" newsletter.  We noted yesterday how AmTech had laid out the possibilities of the ailing company being acquired.  Depending on how aggressive Intel gets for lower-end PC’s, the value there seems to revolve more and more around the point that AMD’s only real value is that it keeps Intel from being classified as a true monopoly.

Jon C. Ogg
February 21, 2008