Intel Corp (INTC)

[kpf]

Sarmad

Now what we don't know is how production costs run for the two companies.

Mabe not exactly - but I believe there is pretty predictable trends: Netburst Silicon is way cheaper to make than Core 2.

Nevertheless, AMD has signigicantly higher cost of silicon. The gap could close if Intel would continue to make MCP-Quads in 45nm, which is quite expensive. For this node, I believe it's the better idea, if only because it's couple quarters faster to get to quad-products.

K.