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Technology Stocks : Advanced Micro vs Intel (AMD / INTC) -- Ignore unavailable to you. Want to Upgrade?

To: mas_ who wrote (2501)12/18/2007 11:00:53 AM
From: Gloo  Respond to of 2596
 
With the delay that AMD are having, plus what also looks like speedpath issues, they will be lucky to have 5 months in the clear before Nehalem arrives and then it is GAME OVER.



To: mas_ who wrote (2501)12/18/2007 2:48:09 PM
From: Yousef  Respond to of 2596
 
Mas,

Re: "Assuming it arrives in volume next year ..."

Pretty big assumption as we earn more and more about the severity
of the "bug". Also, process manufacturing could be a very big problem.

Make It So,
Yousef


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