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

To: Dinesh who wrote (217833)	11/28/2006 9:48:10 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

So, what is different now, compared to say a year or two ago? I think I went into all this in a prior post. When Intel thought they could get away with superior/illegal marketing, that provided more profit than an intensive R&D approach. They got leapfrogged, and are now fighting back, and have regained the lead in core IPC, and maintain their lead in process. 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. Look at current benchmarks, for a start. The shift has been monumental in the past 6 months. Look at roadmaps. How will AMD compete with a 3.7GHz Wolfdale part in H207? With Nehalem in 2008? could you outline your winning strategy for Intel? Haven't I done that already?