Intel Corp (INTC)

[subzero]

"If AMD is shipping in high volume by the end of the year, Athlon64 will be about 2 years later than the very earliest dates. That's not bad when compared to Itanium (which was a more complex project) that is about 4 to 6 years behind the very first plans"

Not relevant, Dan3.
First, Opteron competes with Xeons - right? And Intel has been shipping Xeons since 1997 - 6 years now.
Second, the Athlon64 will be 3 years late when it finally ships in any volume at the end of next year - since AMD promised it for 2001.
That makes the simple to design-simple-to-make-smaller-than-Intel's chips Athlon64 just as late as the start-from-scratch Itanium was late.
I know you are in denial over this - just as you are in denial that AMD is such a financial and manufacturing basket case.

-SZ