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

To: dougSF30 who wrote (217749)	11/28/2006 2:39:42 PM
From: muzosi	Read Replies (2) \| Respond to of 275872

you seem to be saying that if intel continuously produces better products than amd, they'll win in the market. if this is not stating the obvious, i don't know what is. on top that you seem to assume that intel can and will accomplish this which is the sleeping giant theory. it's indeed possible but it's definitely not a foregone conclusion. i'm currently working on a tape-out for chartered 65nm and the chances seem very good that i'll be able to port this to 45nm and tape it out in q1'08 again. i guess one makes one's bet and one places one's money accordingly.

To: dougSF30 who wrote (217749)	11/28/2006 9:22:28 PM
From: Dinesh	Read Replies (1) \| Respond to of 275872

Doug Intel always had a larger R&D budget. Always. So, what is different now, compared to say a year or two ago? If what you are saying is that Intel will kill AMD on the balance sheet, well, that needs some elaboration, doesn't it? But if you are saying that the increased R&D budget will quickly overpower AMD in product performance, well, you still need to support your argument. (from a later post... non-sleeping giant... that's again just an opinion.) Definitely, this Q the debate is not about can-they? but about by-how-much. Intel's PR-ish responses can get it a soundbite here and there, a WSJ front-page mention too, but with all tier-1 on multi-vendor, it's no longer a factor. In short, could you outline your winning strategy for Intel? regards -d