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HailMary

10/27/05 12:36 AM

#64366 RE: smooth2o #64357

Secondly, there is *no way* AMD is going to compete with Intel if they don't offer 65nm production. Get it? They *have* to do it.

As it is today, AMDs 90nm is looking pretty healthy. Seems like they will be able to compete fairly well against Intel's 65nm lineup, at least until Q3 of next year. If it starts looking grim for AMD, and there will be plenty of warning, I'll have no problem exiting my position. I'm not married to it.

Third, the incremental performance that AMD has today and the incremental performance that Intel had last "leap" means nothing to the average consumer

Any way you spin it, AMD is taking marketshare away from Intel at a good rate.

Fourth, Intel marketing machine war chest of $300M is about 8 weeks from exploding. People will hear that.

Agreed. AMD can't compete with Intel's marketing.

You need to get a grip on reality, you're listening to too much FUD.

My post was just pointing out AMD is working on a next gen micro-architecture too. How is that FUD? Alot of pro-Intel posters around here seem to think AMD is not a moving target.