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Re: bobs10 post# 58486

Thursday, 06/30/2005 12:51:11 PM

Thursday, June 30, 2005 12:51:11 PM

Post# of 97729
bobs10 - I think it's a pretty tough case to make that Intel is behind AMD in manufacturing processes. Their paths have bifurcated in many ways, so a comparison is somewhat difficult. I'm sure that they're ahead in many respects, and AMD is ahead in some. But if they're behind in technologies that they haven't chosen to use, and have no plans to use, that's somewhat irrelevant if they get the job done in other ways.

I'm finding it sounds like people are discounting Intel's capability to compete technologically, just because they're struggling with their product line to some extent right now.

It's very foolhardy to assume this will continue. Fortunately, I have confidence that Hector, Dirk and crew make no such assumptions, but are innovating continually.

Paul
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