Advanced Micro Devices Inc (AMD)

[smooth2o]

Marcotte: Phil Hesler had an answer for that argument

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Yep, and I agree it's a little sick right now. I think a lot of what we see with Intel is a result of the turnaround and there's some disaster planning that's occurring (like trying to sustain the business at Dell to their demands). But, my point was, that will diminish as their roadmap gets solidified. There's nothing stopping the addition of an OBMC in 2007 if needed. I guess it depends on what they think they need to stop the erosion of MS. I think they have a very good handle on that, they're not guessing...

Smooth