Advanced Micro Devices Inc (AMD)

[kpf]

wbmw

Just for now.
Prescott needs LGA 775 to scale, thats for performance.
Then, dont forget it will be some 30% cheaper to produce than Northwood. Thats for success.
What remains, it will always be a lil bit hot. But I dont think the market will care much about it for now, as long as it is working ok. I mean the market looks at PCs as black boxes anyway.

Although netburst is a dead end road. But that will become obvious to the market only some way down the road. Still a lot of time left before it actually hits dead end. 2006 I would guess.
Nehalem is the cruical point in my book. Because this will be about the time AMD ramps up capacities which could become a real threat to Intel. Before, there is nothing much to loose in market share terms for Intel just for the manufacturing side of the equation.

K.