Intel Corp (INTC)

[Sarmad]

>> Diesize-economies still exist, it's the parametrical returns that diminish currently and will finally go away. Not the question of if, but when.

Yes, the question is when ? Is that next year (at 45 nm).
is it in 4 years (32 nm) ?
in 9 yrs (22 nm) ?

The way I see the current situation, AMD's entire problem is that they are behind on node and process technology. That suggests that technology competence is not equally distributed between Intel and AMD.

Also, my observer-understanding is that some key advantage will come to whoever gets to 45 nm first. Basically, integrating graphics with processor becomes feasible at that node. If AMD's retardation increases to 2 years (from the current 1.2 years), wouldn't that be a key disadvantage ? maybe fatal ?