Hailmary, AMD should have the lead for at least 12 months. Intel fans think that just because Intel will offer 64bit based on X86, that ist's magically going to be better than AMD's. This is highly unlikely. First off, AMD beats Intel on most benchmarks on 32 bit applications already. Going to 64 bits for Prescott will just create larger bottlenecks as Prescott with it's 800 FSB is going to have problems keeping up with Hypertransport which is also be upgraded with version 2 which will allow even faster throughput. Throw in the on chip memory controller AMD chips have and this is just another advantage AMD holds over Intel. Now throw in the 30+ stages to Prescott's pipeline and you have Intel facing additional Latency issues. Let's also not forget the first 3 steppings of Prescott have been rediculously hot in terms of thermals. AMD was smart going to SOI, and Intel fumbled the ball on this. For Intel to move to using hypertransport, on chip memory controller, or SOI it will take significant time. AMD in my book has at least 12 months on Intel on X86 and this is likely to be one of AMD's 2 best years in it's history. AMD is going to be able to raise CPU ASP's which means more revenue and greater profitability. Throw in the fact that Flash pricesare going up and that business is also likely to be profitable going forward. Meanwhile Intel has to scramble to try and catch up with AMD, knowing that performance is key and AMD has the lead. AMD will likely be able to sell as many server chips as they can make at the price they want for the rest of this year. This means rapidly growing server marketshare which will take away from Intel's high margin Xeon business. Also look for AMD to keep taking waya high end marketshare from Intel in the desktop space as well. AMD will likely end the year between $30 and $40, quite possibly in parity with Intel, so AMD is by far the better investment over the rest of this year.
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