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wbmw

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Re: kpf post# 13304

Tuesday, 09/16/2003 6:15:41 PM

Tuesday, September 16, 2003 6:15:41 PM

Post# of 97585
Kpf, Re: Now, Paul stated today there will be no Intel dual-core CPUs before 2005.

This imo has tremendous impact on the competitive landscape in 2004/05: The window seems to be open long enough for K8 to establish positions in serverspace, Workstations and High-Performance Desktop.

12 Dollar per share now looks dirt-cheap for AMD common.

If Intel's 90nm chips have little advantage over their 130nm chips, then I am inclined to agree with you, but so far, I see you and others already declare leadership to Opteron without even considering what Intel has on the roadmap between now and 2005. We know very little about how Prescott and Dothan will perform. I find it hard to believe they will have nothing to offer.
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