Advanced Micro Devices Inc (AMD)

[SilentBob]

Chipguy,

Given that IT budgets are only just now beginning to recover, I cannot see how the fact that a customer has to spend $1m to get a small number of systems containing 22 - 32 processors is great news for Intel. IMO there are few companies willing or able to make that level of IT investment in 2004. I would expect most companies to buy their compute resources in smaller bites for the next 18 months or so.