Advanced Micro Devices Inc (AMD)

[Ixse]

Keith, still I'm not entirely confident that Intel's capacity problems are the entire issue. They used to be able to focus on high margin in these situations. Not the case this time. In an increasing manner Intel seems boxed in. With nowhere to escape this Q. Sure Q1 will bring relieve but isn't likely to reverse moves set in motion long ago. Yonah is good; it's not powerful enough. Merom/Conroe/Woodcrest are good, the mystical question though is how good vs. rev F and slightly later vs. AMD 65nm.

Regards,

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