I think the real question is when will Intel have any Nehalem server parts. One rumor was that they are launching only single socket servers if any at all in 2008. And, then there's the ramp and qualification. That can only mean that AMD will be taking back some server share with Barc.... I assume all of this may be clear after IDF, but if there are not server parts in the very near future, it will have an impact on the stock price. IDF is never positive with regard to the stock price...
Intel needs Nehalem, fast.
Smooth