Intel Corp (INTC)

[imho]

chipguy,

AMD's free ride in server space appears to be over

Yep. This from AMD's lapdog. Here is a synopsis from someone at SI:

Sossaman success led to increase in intel server sales. "Intel sales 15% by revs, 24% by unit. Significant increase from Q1.

Many customers evaluating Bensley/Woodcrest. To some extent, this is delaying purchasing decision.

Although sales are heavily weighted to AMD Opteron, expect Woodcrest sales to increase in coming quarters."

DDR1 cost increases hurting Opteron sales. Don't expect to sell significant amount of DDR2 based socket F in Q3.

Woodcrest uses DDR2. Expect to sell significant amount of Woodcrest in Q3

http://www.siliconinvestor.com/readmsg.aspx?msgid=22664594

Hear it for yourself 7 minutes into the actual CC:

http://investors.rackable.com/MediaRegister.cfm?MediaID=21005

BTW, According to the AMD fanatics, it was supposed to take quite a while for Intel to regain momentum it lost the past year. Well, not according to what you quoted here,

We have seen a lot of customers, including major customers, really evaluate the next round of decisions between Intel and AMD," one executive said, during a conference call with analysts

IMHO