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Re: The Duke of URL post# 32375

Tuesday, 08/22/2006 2:16:33 PM

Tuesday, August 22, 2006 2:16:33 PM

Post# of 152224
Duke, it seems demand is picking up across the board. Seasonal or not? I don't know, but what I have observed is that:

- AMD is the new darling of the analysts.

- AMD's public statements have become more and more outrageous as of late.

- Intel now has the superior product in all market segments except 4-way servers.

- Intel will do whatever it takes to win market share back.

Today's stock action reminds me of the Twilight Zone. Either AMD is pumping-n-dumping, or there really is a huge customer base that will buy Anything But Intel.

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