Monday, June 12, 2006 1:18:08 AM
Your characterisation of my opinion, as always, is totally incorrect and you only have to look at my posts in Jan, pre-Spring IDF Conroe benchmarks, to see I was well aware of NGMA's potency long before most although Combjelly was more right than me on the initial product mix and the outcome we both now agree that will happen first.
http://www.investorshub.com/boards/replies.asp?msg=9485465
http://www.investorshub.com/boards/replies.asp?msg=9475381
http://www.investorshub.com/boards/replies.asp?msg=9475690
http://www.investorshub.com/boards/replies.asp?msg=9475914
http://www.investorshub.com/boards/replies.asp?msg=9478934
http://www.investorshub.com/boards/replies.asp?msg=9488326
However Intel have blundered inviting AMD to have a price war armed only with P4 products months before the first Core 2 product ships for revenue. AMD will say thank you very much and
use their currently superior product and new capacity and take more chunks out of Intel's marketshare. Sure there's going to be an armageddon coming soon but I don't think it will turn out
how you expect ... at least not at first
.
http://www.investorshub.com/boards/replies.asp?msg=9485465
http://www.investorshub.com/boards/replies.asp?msg=9475381
http://www.investorshub.com/boards/replies.asp?msg=9475690
http://www.investorshub.com/boards/replies.asp?msg=9475914
http://www.investorshub.com/boards/replies.asp?msg=9478934
http://www.investorshub.com/boards/replies.asp?msg=9488326
However Intel have blundered inviting AMD to have a price war armed only with P4 products months before the first Core 2 product ships for revenue. AMD will say thank you very much and
use their currently superior product and new capacity and take more chunks out of Intel's marketshare. Sure there's going to be an armageddon coming soon but I don't think it will turn out
how you expect ... at least not at first
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