Weren't these same people just recently saying...
Sure, but remember the structure at Intel. The Netburst faction is gone. They used to rule the roost. With Otellini coming in I think you will find a fast xistion to a "new" Intel. Those conflicting comments you hear are the different groups at Intel depending on who has the most say. The most dangerous time for competitors of Intel is when the sleeping giant awakes. And awaken they have. Now you see Netburst groups ported over to the dual core/single core "Dothan" derivatives. This is not a problem for Intel employees. They are very loyal to the assigned cause. They don't dance with the one they brought, they can dance with anyone. In fact, they are probably more relieved than anyone (including wbmw).
As far as the single core speed crown goes, there isn't that much of a following outside of these technical boards, and, no, I don't think that the consumer isn't educated. But I do know that Dell and Gateway do not advocate high end systems. They are both querying the customer to see what their real needs are and usually wind up selling them the "mid-range" system. Not too many want/need something like a DTR. It's obvious that a strong marketing push will be made on "other" features coming in the chipsets. Regarding companies, there are a LOT of other issues there about changing from Intel to AMD, not to mention some of these "new" features (who needs speed anyway?).
As far as AMD gaining a large SOM in the next few months, I don't see it (but some). I think they will have a rough time going from pushing the rope to pulling the cart. They need perfect execution to (all factors considered) get a meets in compete. And Intel? Their stock price is dependent on their profits and I don't see that changing significantly in the next six months (remember how well they managed through the slump?). In fact, if there's no price erosion and there is better news (electionx2, IT buying, consumer confidence, war pullout, general attitude change) I see both companies doing quite well.
Smooth
