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smooth2o

10/15/04 5:01 PM

#45871 RE: pfosse #45863

pfosse: This is Intel's worst nightmare.

You think? I don't. IF the things you say were to become facts, OEMs will still wait to see some demonstrated production capability. And, of course, there's always those pesky little Intel salespeople... damn.

http://www.theinquirer.net/?article=19111

Intel may be changing architectures and having a large problem doing so, but I CERTAINLY wouldn't underestimate them. Do I think AMD will benefit from this? Sure. Will it devastate Intel? Nope.

The best data you've got right now is a 1.5% market share increase. OK, so it's not negative, but I'd call it in the noise. Good for the 'droids, 'tho. Will it go away next quarter?

Smooth