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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: Elmer Phud who wrote (207186)7/30/2006 1:45:36 PM
From: fastpathguruRead Replies (1) of 275872
 
...only 350 wafers a week potentially spread over 4 Fabs. Why would anyone doubt that?

I don't think most here doubt that Intel can rise to such a low standard of 1M Core Duo 2 in ~7 weeks. Quite the opposite, most were expecting more, I'd bet. So you can understand our "concern" when Intel themselves trumpet such a low standard as if it's something great.

The real question here is, who is going to but a power hungry, under performing Opteron when they can buy a Conroe instead?

First, Conroe and Opteron are not competing in the same market. Regardless:

A) Price.
B) Supply of Core 2 Duo, or lack thereof. (See first point.) (Pertains to Q3, at least.)
C) Features.
D) Momentum.
E) Stability
F) Longevity
G) Personal preference.

I'm sure there are more...

fpg
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