Intel Corp (INTC)

[Bonefish]

RE:"He argued that for the first half of next year, the 512 KB "Barton" Athlon XP will represent the high-end desktop CPU, and that AMD will concentrate their efforts on producing Opterons for the lucrative server market"

Surely you know why this could be true.
AMD shot their wad with SOI and Low K only to find out yields are bad. With yields bad they have no choice but to push Opteron ahead of Clawhammer because they can make up for the poor yields with high ASP server chips.
Maybe later they can get yields high enough to offer some desktop Opterons.
It all blew up in their face in Setember.

Intels only competition now is themselves. Whether they ar spending too much. Paying too much. Giving out too many stock options etc.
Bone