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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 220.61+6.2%1:54 PM EST
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To: Dan3 who wrote (200035)6/2/2006 11:21:37 AM
From: heatsinker2 of 275872
 
"Doug, 90% of what you post consists of comparing what AMD was shipping in volume one or more quarters ago to what Intel won't have available for months to years."

Good point Dan3. It's funny that yesterday Doug gave us hours of a cynical appraisal of AMD's plans. OTOH, Doug assumes that Intel will execute perfectly, has not been cherrypicking samples for reviewers and has not been manipulating the benchmarks used to evaluate Conroe. Are we wearing blinders here or not?
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