Replies to post #27328 on Intel Corp (INTC)

[tecate]

no he doesnt :)

[alan81]

It is hilarious!
was wondering if you still go there and if Eachus see's the 'Clear and Present Danger' that Merom, Conroe, and Woodcrest pose.

I do continue to post on TMF. Basically, the logic is something like this right now:
Intel has osborned their product line with the conroe announcements. The conroe ramp is going to take some time. The current 65nm INTC products are sufficiently better (lower power) than the 90nm products that Intel is going to have to write down significant inventory later this year... yada yada yada. He is not so much bullish on AMD as he agrees they are in for really bad times, but INTC is totally screwing up everything with the way they are handling this... He has always been more of an INTC hater than an AMD lover.
However, he has posted the following optimistic statements...
INTC will not ship many conroes faster than 2.13Ghz
AMD K8L will retake the performance crown.
AMD K8 will be about the same IPC as conroe (I think I talked him out of that one)

--Alan