Intel Corp (INTC)

[Elmer Phud]

Dew -

I want to say how nice it is to see someone who can take the contrarian position without feeling threatened. Nice to have you here.

Now to address your points. I disagree with your post. First off, when Intel releases a product there is a high level of confidence among their customers that the product will actually be available in volume. Yes if you go back a couple of years you can find an exception or two but that is past history and Intel's track record has returned to it's historic standards. AMD has garnered no such confidence with their customers, now or historically. A product release from AMD now is seen as Marketing bluster and little more. Furthermore any further slips by AMD do in fact raise the question of AMD's overall viability while no such conclusion can be claimed about Intel.

EP