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alan81

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alan81

Re: bobs10 post# 74511

Saturday, 07/29/2006 11:20:42 PM

Saturday, July 29, 2006 11:20:42 PM

Post# of 97564
Wow... Not sure what information leads you to believe this, but so far I would say Intel is very happy with the progress. Latest projections are for more than 10Mu to ship by years end, which makes this the fastest ramp I remember. The fact that several folks have already reported building systems, and building them with the very fastest announced product is also somewhat unusual. Yes, there was a very long and loud lead up to this product transition... but I am not sure what that has to do with the state of the launch, which seems to be very strong.

All that said, I am not at all bullish on Intel stock right now. More due to macro economic factors, and overall saturation of the PC market than anything else. I remain very negative on AMD stock.
--Alan
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