Re: Amazingly, with the Conroe attack coming in the Fall, the
benchmarks being leaked, the aggressive pricing, etc. It
appears that the market still has more love for AMD than
INTC.
It's like I said before: investors are looking for INTC to deliver results, or at least a rosier forecast. But for the current quarter and most likely next quarter, there isn't a lot of upside (and quite possibly some downside). I also feel that investors are anticipating bad news, which may in fact be the case for the short term. They are building market share loss and ASP decline into the stock. The investment opportunity comes when Intel is able to turn the tide in the second half, or at least position themselves for a stronger product ramp in their 2007 forecast. I'm fairly confident that Intel will gain back market share by the end of the year, and the will be interpreted positively by the investment community. That, and based on your additional comments that the stock may have bottomed out, make me still pretty bullish on the stock.
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