Re: I don't think AMD management and most AMD enthusiasts
fully comprehend how much and how quickly things have
changed. The next 12 months are going to be something
to behold!
Good post, and this much is definitely true. Just look at how quickly the word has spread, even prior to Conroe's introduction. Everyone and their grandmother is talking about how good it is, and how much they want one. I fully expect Intel to crank the factories to their maximum, and even then we may see some capacity constraints.
And this is something the 'Droids are clueless about, as they still stick with the original figure of 25% product transition by year's end. IMO, it will be much greater than this, once all is said and done.
Market Data 
Markets 
