Intel Corp (INTC)

[imho]

Dan3,

What has happened in the past few weeks is that a great many (for AMD) new skus have been introduced

Fine, I will grant you that. The more SKU's the merrier, as long as they can deliver in quantity. But any percentage gains by AMD will be negligible (IMO), especially during the coming 18 months, as the analyst is predicting. Discounting the analysts opinion on a number of other critical issues (like Spansion) in favor of the "Intel has no place to go but down" argument is akin to sticking your head in the sand. AMD needs to deliver on Turion and other products, deliver on a successful Spansion IPO, and make a near flawless fab transition, while hoping the economy stays healthy and perhaps an execution glitch by Intel. AMD is cuttin' it close. It is not the rosy picture that you and a few others paint. Read the UBS report again, there is more fact in there, than fiction.

IMHO