Spaarky, thanks. I think Intel's recovery and effective way they competed with AMD just goes to show how efficient and competent Intel is as a semiconductor company. I've known that for a long time, and have structured my investment accordingly. It was pretty painful as Intel had to work its way through the Prescott design, but with that behind them, it's clear that the driving force behind the company still remains. I think that Intel has the ability to distance themselves from AMD, and that AMD will have to redefine their business model if they want to survive as a company.
I agree. On some level I think even AMD agrees... they have started to capitulate, though there is still a lot of denial.
-=spaark=-
