Intel Corp (INTC)

[Elmer Phud]

Sgolds -

If 65nm goes about the same then it will be a full two years from now before product hits the street. That means mid Q4/05. Large volumes in 2006. Which puts it about even with the IBM/AMD schedule - first product at the end of 2005, volume in 2006.

I know you would never consider the past performance of AMD and their abysmal track record but the rest of us would. Being even with AMD's schedule puts Intel miles ahead in my book.