Intel Corp (INTC)

[Ixse]

Duke, You're right in what you said about Conroe vs Northwood. It's just that Northwood was my closest comparison, not because of the leap in it's architecture but simply because it put Intel back into the performance lead.

You're wrong in me showing any disdain. I think that AMD's large increase in fab capacity is under-emphasized as I think it is currently the second most important thing for AMD after having a better design would be because it allows AMD to produce much more dual core chips than they'd otherwise could do at 90nm. Similarly in 2007 it'll also allow them to produce bigger higher performing chips than without that big increase in capacity. If my use of English language is what makes you think that I was showing disdain, consider I had to look up both 'snooty' and 'high falutin' in order to know what that meant - English is my second language. I posted reasons for the conclusions I made in that post (it's what I strive to do in general).

You're also wrong in saying that I would have a self-important attitude. I don't. If you'd know me you'd see I'm always open for correction based on solid arguments. In our previous discussion (yesterday or the day before that) I missed your arguments which is why I had no reason to change my opinion. In my social environment (hope I use the right words here) I'm actually known as being one of the first guys to give in provided the arguments are solid. That is because I care about reality and truth more than about being right. This is what I seek here as well because it helps me with my investment decisions.

Regards,

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