Replies to post #1603 on AMD strictly moderated (AMD)

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Re: Unfortunately for you, you're already well in the hole on your claim that INTC stock would outperform AMD stock this year.

1. It's month 2 out of 12
2. We have yet to see the results of:
- a. Intel's 65nm ramp
- b. dual core ramp
- c. Core Duo market share gains
- d. chipset supply improvements
- e. Apple deal
- f. Micron deal
- g. Viiv
- h. etc.
3. Intel's server competitiveness improves in May
4. NGA comes out in the second half

So care to illustrate how February performance is at all relevant to my prediction?

Re: With Intel's NGA launch now in late Q3 / early Q4, there isn't much catalyst for Intel stock this year.

The market is often forward looking. Before the new cores ramp, people will begin to recognize the performance improvements, AMD will begin losing design wins, and investors will see the writing on the wall.