Intel Corp (INTC)

[wbmw]

Re: After looking at Intel's 2006 line up, I'm beginning to think Intel has another 'Northwood Opportunity.' The real question for me is how long can Intel sustain their advantage?

Best case, they'll keep it through 2007, and then get another boost from CSI, integrated memory controller, and 45nm in 2008. But more realistically, AMD will leap frog in 2007 with K8L, quad core, and 65nm. But at least if they do, next time it won't be more than a marginal victory. Personally, I don't see a worst case scenario that's as bad as 2005.