Advanced Micro Devices Inc (AMD)

[confused]

That is always the problem. If 90nm works great they have an advantage but you have to realize that for AMD to make serious progress against Intel they have to outperform for years not quarters. The K7 had an advantage over P4 for something like a year or year and a half but when the P4 blew it away the marketshare flopped to 15%. AMD needs to outperform Intel in a serious fashion for a long time and so far they haven't shown they can do that.