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Alias Born 03/06/2003

Re: None

Wednesday, 07/14/2004 12:57:18 PM

Wednesday, July 14, 2004 12:57:18 PM

Post# of 151695
Intel made to many red-hot underperforming Prescotts which they can't get rid of, cha-ching. What you folks don't realize is AMD is taking the top end of the X86 market from Intel. AMD is the clear performance leader, and continues to take the high end from Intel in desktops and servers. Funny how analysts only mention Intel with inventory issues, that's because AMD is not having any problem selling all their chips. With the crossover to 90nm, AMD is actually capacity constrained right now. So Intel can have the low end while AMD takes the high end, cha-ching. Look for AMD to make .18, double analyst estimates, cha-ching.

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