Intel Corp (INTC)

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I think this point has been lost by most people - especially the technology (Intel-hating) press:

Intel has OUT-FUSIONED AMD.

"Chandrasekher demonstrated the first live demo of Intel's next-generation Atom-based MID platform, codenamed "Moorestown." Chandrasekher provided a sneak peek into the low-power innovation of the platform by showcasing a greater than 10x idle power reduction....Moorestown platform is comprised of a System on Chip (codenamed "Lincroft") that integrates a 45nm Intel® Atom™ processor core, graphics, video and memory controller, and a companion input/output (I/O) hub (codenamed "Langwell"). "

Simply put, Intel is about 1 year AHEAD of AMD in delivering an integrated monolithic CPU-Graphics-Memory-Controller device for the mobile market.

Moorestown isn't quite ready yet for production - indicated by Intel's 2010 time frame for introduction - but it EXISTS TODAY - and the 2010 production date should still be at least 1 year ahead of AMD's Fusion product.

Of course, AMD will counter with the argument that the AMD fusion device is aimed at REAL notebook computers - not the low cost netbooks that Intel's Atom and Moorestown will target.

However - what CPU product is in enormous demand - even in this recession? - ATOM - in millions and millions of NETBOOK computers.

Intel may just preempt the entire market for integrated CPU/Graphics chips before AMD even gets their first Fusion chip out of their "foundry" fab.

Couple this with Intel's 32 nM Nehalem-based CPU/Graphics combinations - also due in early 2010, and you might see AMD's Fusion device becoming irrelevant.

Kinda makes AMD's acquisition of ATI look "stupider and stupider"