Replies to post #32377 on Intel Corp (INTC)

[Elmer Phud]

wbmw

Intel's launches have been flawless, and volumes are ramping both of Conroe and Woodcrest, and I suspect we'll be seeing a lot of Merom very soon.

Not that's I'm challenging you but where in the public domain have you seen evidence of this?

[The Duke of URL]

Thank you for a very detailed and knowledgeable response.

I guess my surrebuttal is as follows:

The athlon "supremeacy" has been around since the "turn of the decade"; that is to say 1999-2000.

Over the last 6 or so years Intel's response has been the Pentium EE which was nothing more than a bunch of cache, and the Xeon stuff, which at best, barely kept up.

64 bit AMD may in actuallity be a marketing gimmick, but it signaled some sort of change in the image of AMD by the consumer.

6 years of technical trailing, Craig dicking around on his half a million acre ranch, bus loads of options, buying companies at the PEAK of price, and Intel STILL maintained its lead.

Something has changed. THAT is why I am concerned.

Intel and Barrett took its collective eye off the ball for 6 years. The proof of the pudding is in the eating.

WHEN I see sales and market share pick up again, then I will remount the pom poms.

Even Grove got a buck or two from Pottruck's "Compensation" committee.