Intel Corp (INTC)

[highlandpk]

AMD's capacity is going to take a long time to ramp, possibly all of 2006, and they will be forced to ramp dual core faster than they intended, which will eat up more wafer starts. It will be hard for them to keep up with what Intel has already started.


Hector, in the latest CC, suggested doubling silicon realestate was possible for 2006 - I would consider this a significant increase in capacity.

Secondly, since Intel had no criminal tactics, it's kind of hard to put a crimp on it. They will be doing business just as they used to, and there is no law that states that your inferior competitor has to get a minimum market share, just so that you can't dominate. AMD's market share has a lot of reversing to do over the next year.

Horseshit, they were found guilty of violating anti monopoly laws in Japan and that same evidence is going to help convict them in the US as well....then maybe the EU......

I was wrong about Intel outperforming AMD in terms of stock price

care to make a prediction for 2006?