I am firmly convinced that Intel's upcoming release of the 3.06GHz P4 will outperform the eventual Hammer. So AMD's promises of the highest performing processor in the world will be destroyed many months before the next inevitable Hammer slip.
I'm not really pro-INTC or pro-AMD to any great extent, although I am confused enough by how AMD designates their different processors that it's nudged me toward sticking with INTC processors.
But speaking as someone who runs a business with a bit of an appetite for processing power, and a user who always likes the latest and greatest, I can't get excited about a 3.06Ghz processor. That's only 50% faster than what I'm using now, which is way faster than I need, and since I use dual-Xeon boxes (one box now; more to come) for the business, it's not even a 50% speed increase path that's available to me.
I just don't see either AMD or INTC doing much of anything until capital spending gets nudged seriously upwards AND processor speeds get past about 4Ghz.
Is there any reason to feel otherwise? Any reason I should buy stock in *either* of these companies?
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