Re: What the h*ll has happened on this thread
The Intel fanboys thought they had a chance of breaking away from commoditization with either Itanium or clockspeed. They had a brief moment of hope when AMD's Thoroughbred A didn't overclock.
Then AMD sent out samples of Thoroughbred B, dashing hopes for a numbers race runaway for Intel. Regardless, buyers are less and less concerned about the last 10% in speed, putting a lot of pressure on Intel's segmentation strategy. It's looking like Itanium will stay a niche product, so there isn't much left to hope for in the Intel camp.
To top it off, VIA now has a credible processor, so even if Intel wiped out AMD, it wouldn't bring back the good old days.
Intel is just a solid, but way overpriced, stock, without any exciting new products in its roadmap - no 64-bit desktop, for example, that might stand a chance of bringing back some buyer excitement. |
