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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (199118)	5/28/2006 1:29:05 PM
From: dougSF30	Read Replies (5) \| Respond to of 275872

All I can say is that if Cornholio is late or a dud, things will get a whole lot worse for Intel, Well, it is clearly not a dud, unless a dud thrashes AMD's entire desktop lineup, with a 2.13GHz Conroe being the equal of the new X2 5000+ across a wide variety of benchmarks. Could it be late? Well, they said July, and now it is narrowed down to July 23. Per Groo, the latest Core2 stepping exceeded expectations. It seems very unlikely at this point that it would be late. If Conroe is as it appears, on-time and a K8-killer, how will things go for AMD, do you think? As far as stock, given that Intel is trading near multi-year lows, and AMD is still near multi-year highs, which one do you think is more vulnerable?