Keith, I just call it like I see it. I had a different attitude when Intel was kicking butt and AMD was on the verge of bankruptcy. Now things have changed quite a bit. AMD is getting the design wins - finally - and it's no wonder. They are pushing forward with a superior design, while Intel is going backwards. Prescott should be a huge disappointment for any Intel investor. If I still weren't convinced that the market had huge growth opportunities this year, I would be selling my Intel shares and using the money to buy AMD.
These words should only be a surprise to those people who've convinced themselves that I am a paid Intel shill. I'm sure a few of those guys are still lurking (or posting?) here, but I wouldn't know, since I have them on ignore. :-p