Replies to post #3277 on Intel Corp (INTC)

[spokeshave]

Elmer: Now, is it your position that the past predicts the future?

Not at all. I was just pointing out that when it is poor execution on Intel's part, you use the rather sickly sweet euphemism "capacity constrained", yet when it is poor execution on AMD's part, it is a "disaster".

Having said that, the transition to 90nm will be no cakewalk for Intel. They have screwed up a transition in the past, and it is certainly possible that they will do so in the future - especially since this upcoming shrink will involve not just the process shrink, but transition to strained silicon and low-k as well. It is certainly that Intel could be "capacity constrained" again in the future.