Intel Corp (INTC)

[kpf]

wbmw

Thanks. Not that I would intend to fill elmers temporary vacancy here, but your number exceeds by far what my model says Fab30 will be able to churn out this year for K8. Plus, i dont see the market absorbing six million AMD-CPUs per quarter at reasonable ASP which they need for the fairly huge die they use in the current node anytime this year.
Later, in a Windows64 and mature 90nm process environment, I can imagine it. But both of it is next year imo.

K.

ps: Given your expectations, did you bet the farm on AMD?