AMD strictly moderated (AMD)

[bobs10]

you...

Hector said AMD had 15.3% market share up from 11 plus%, nice but not earth shattering,parts to be shiping from fab36 by the end of the quater, smells like a price war in the making.

me...

No price war, price propaganda for sure. INTC is in no shape to get into a price war with AMD right now having neither a competitive line-up nor the cost structure AMD has.

In fact a bloated cost structure is one of INTC's biggest problems. It's part of the culture that INTC solves problems by tossing money and personnel at problems. Personally, I've never liked the approach, but it is so ingrained in INTC culture that only the failure of NGA will be enough to bring about needed change.

Given that NGA failure, if it occurs, will only become apparent in 07 it's highly unlikely that any significant changes will be implemented until then that would improve INTC's cost structure.

In the meantime AMD is going to have a romp in the park and there is little INTC can do about it. The picture for INTC only gets darker from here out.