Advanced Micro Devices Inc (AMD)

[HailMary]

I was responding more to the 2.33Ghz launch frequency. I wouldn't expect Conroe or Woodcrest to be more than 2 speed grades above this even with relaxed TDP. So maybe 2.66ghz Conroe competing against 3.0Ghz Athlon 64 on an improved platform. I think the A64 would come out on top in that case.

My fear was, and maybe still is, that Conroe and Woodcrest are going to launch around 3Ghz or more. I don't think AMD will be able to compete with that in that timeframe.

What I don't want to see as an AMD investor is headlines saying Intel is stealing back marketshare because of superior performance of their next generation parts. Stuff like that will kill the stock price as the forward looking assumption will be AMD earnings will come down, whether true or not.