Replies to post #1569 on Intel Corp (INTC)

[fingolfen]

I think AMD will ship to OEMs in Q1 and will book revenues from Bartons and Hammers in Q1. In Q2 we'll see boxes bartons and hammers.By Q3, AMD could be at 50% hammers. All this is hypothetical of course and assumes no more slips.

I think you're being way too optimistic in light of AMD's recent performance issues. I see no evidence that AMD has corrected the execution problems that have plagued them for the last year. For your scenario to come to fruition, AMD would need to start executing perfectly today, then transition perfectly to Barton. Then get the SOI process yeilding equivalently to the bulk process, then get the new K8 chip together and validated in record time.

I'm sorry, I remain very skeptical.