Intel Corp (INTC)

[Snowrider2]

Jay,

As an Intel investor, this is very encouraging because it shows AMD's management still has their blinders on. They really seem to be wearing rose colored glasses. Even if their assertion about their volume play is true, do they really think Intel can't counter them? Don't they understand Intel is in a far superior competitive position than they are (i.e. cost, quality, availability, performance, power efficiency, etc..). They continue to act the same way they did when Intel launched CMW; basically, they're choosing to ignore just how competitive Intel is. Their bad.

Snow