Advanced Micro Devices Inc (AMD)

[rlweitz]

Intel is not imploding, just using its excess 65nm capacity to deny AMD marketshare. Sort of like the scorched earth policy of the Russians when they retreated to Moscow waiting for the Siberian (Core 2) reinforcements to push the Germans (AMD) back.

Agreed. Being that Intel doesn't own the high end in workstations or servers (at least not until Core 2), dumping CPUs on an already stuffed market will hurt their own ASPs more than AMDs. Smacks a bit of desperation, but it should help to stem market share loss.