AMD is in the same defensive situation that Intel was in earlier this year. They have nothing to carry them forward except for promises of the next generation.
Average shippable part from AMD is still faster than that of Intel, and will continue to be so throught Q4, until Conroe fully ramps. So AMD is not yet where Intel was in recent past.
First 3 quarters of 2007 will likely be a different story, with AMD behind.
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