Intel Corp (INTC)

[SemiconEng]

Interesting SI Thread.....

Based on this report.....

Analyst Tai Nguyen of Susquehanna Financial Group estimated that AMD shipped about 100,000 Opteron processors in the second quarter, up 67 percent from 60,000 in the first quarter.
http://www.reuters.com/newsArticle.jhtml?type=reutersEdge&st...

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20292787
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20292855
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20292937
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20293276

Of course, there were also the cheap shots, from the usual expected sources..... but I think I'll leave those links out. What I found interesting, was I was hoping for some sort of response to Elmer's "let the numbers speak for themselves" post, since I was interested in seeing the counter argument to Elmer's evaluation of the data.

What's interesting to me was, Elmer didn't get a counter argument.

Edit: Wait, I take that back, Rupert, agress with Dan, and like Dan, attacks Elmer's math as the basis of his argument (which elmer already corrected). It still looks to me though, like his data points to a conclusion that AMD has way more capacity then they sold, and which still doesn't seem to dispute elmer's main point of assuming good yields, why apparently only 2 days production sold in Q2?
http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20294501