Advanced Micro Devices Inc (AMD)

[Snowrider2]

The P4 has been at best competitve with the A64 for a while, while sucking a lot more juice. But it wasn't until last year that AMD really started to gain mindshare.

Even with the NetBurst archicteture, Intel was able to hold 75% of the market. Now with a superior NGMA it won't take long for Intel to regain some of the lost market share. Remember, Intel doesn't have to prove itself as a viable supplier like AMD did. Intel's customers know that Intel can supply the right volumes at the right time at the right price with high quality. The only data point in question for the last two years was performance. NGMA removed that roadblock and Intel is set to regain market share. The only advantage AMD now has is in the 4 CPU MP niche market. Good luck.

By the way, I put my money where my mouth is: Bought 530 shares of INTC at $16.86 a few weeks back. Are you still buying AMD or waiting for the bottom?

Snow