Intel Corp (INTC)

[imho]

Doug,

Considering Intel failed on that count with 90nm (6+ months late, and AMD's 130nm parts outperform Intel's 90nm parts

If AMD's 130nm parts outperform Intel's 90nm, then why is AMD wasting money and effort moving to 90nm? According to you, Intel has been defeated already with AMD's older and better yielding process, not to mention, according to you, a better design and Intel having nothing new on the horizon. So why does'nt AMD just crank them out from its existing fab/process and save the billions? Seems to me AMD's rush to 90nm implies Intel is about to eat AMD's lunch and you are worried your AMD investment is going down the toilet.

IMHO