Intel Corp (INTC)

[imho]

morrowinder,

Interesting AMD PR spin on yields and X2 paper launch...

Straight from the horses mouth, describing the Turion launch:

Question – Tim Luke: Okay. And then if you could possibly comment on the Turion and how we should think about that in terms of a framework for expectations.

Answer – Henri Richard: Sure. Well, you know we announced the Turion 64 platform during Q1. We made very good progress in terms of the designing activities with all our OEMs, and you should look at Q2 as the quarter where you’re gonna see those design wins turned into platforms launched into the market by our customers with acceleration in terms of the volume in Q3 and Q4. So, Q1 announce the technology, Q2 you’re gonna see the products, and then Q3 and Q4 we’re gonna start to see the ramp of sales.

05Q1 earnings transcript here:

http://epscontest.com/transcripts/index.htm

Note the obfuscated first two sentences. Think the X2 is any different? Don't count on it. And to think there are AMD posters who are making an issue of Intel's Pentium D sales projections? <g>

IMHO