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AMD will get a beating from Intel
Intel's worse offense of late is disappointing investor expectations. You just don;t do that. It's not about profits it's about expectations and they hate surprises. Their CFO should get fired.

On the other hand, AMD has done a great job and their P/E is some outrageous 100 or so vs Intel's <20. The bubble will bust. When your sales were 5 units and now they are 10, that's a nice growth. It gets exponentially harder when you reach 15% or so. My prediction is AMD will NEVER reach much less exceed they share of business they had with the K5 about 10 years ago.
Intel is comming back with a vengeance and I'm afraid the party is over. That explains the rhetoric and scrambling by AMD to pull in their new sockets and raise the Mhz at the expense of energy consumption. The 3 year party is over.
Posted by: Prognosticator   Posted on: 03/03/06 You are currently: a Guest | Members login | Terms of Use
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Intel has not had anything compelling in...  ITGuy04 | 03/03/06
Wow.  A_Pickle | 03/03/06
Wow!  vizenos | 03/04/06
Why Apple chose Intel  bidemytime | 03/04/06
Also, volume discounts.  kraterz | 03/07/06
Intel simply has nothing worth buying.  realitycheck101 | 03/03/06
Hah.  A_Pickle | 03/03/06
What is wrong with everyone?  nomorems | 03/03/06
Agree, but when in Rome...  Prognosticator | 03/03/06
You're right. what people like getrealnow, and others  John Zern | 03/04/06
AMD will get a beating from Intel  Prognosticator | 03/03/06
Let's wait and see  balsover | 03/03/06
I wouldn't make any bets yet.  IT Scion | 03/03/06
A few points you might find informative....  Prognosticator | 03/03/06
How soon you youngsters forget, or (more likely) never learn.  Letophoro | 03/03/06
Good points and history, but  george_ou | 03/04/06
George, what are you smoking?  bidemytime | 03/04/06
Typical Won't Bite the Hand that Feeds Him  workroom@... | 03/07/06
HT has two meanings  Piper8 | 03/04/06
My bad.  Letophoro | 03/04/06
multicore? try multiprocessor  Piper8 | 03/04/06
ok let me revise this a bit  Piper8 | 03/04/06
Maybe  IT Scion | 03/04/06
Oh, I would. I'm buying a Conroe. Good day. happy  A_Pickle | 03/03/06
Enjoy your Conroe, but....  vizenos | 03/04/06
Huh?  IT Scion | 03/04/06
Finally, real solid competition!!  Cayble | 03/03/06
Intel AMD  clockmendergb@... | 03/03/06
not anywhere near as user friendly as windows  devlin_X | 03/04/06
User-friendly Linux  vizenos | 03/04/06
But they're still making money!!!  Narg | 03/03/06
RE: "But they're still making money!!!"  ajapierce | 03/03/06
FAB36 started production and INTEL losing  sharikou | 03/03/06
Thats HIGHLY optimistic.  John Zern | 03/04/06
AMD's processor/memory bottleneck reduction...  Nix_0S_Fan | 03/04/06
A bloody nose can be a good thing.  No_Ax_to_Grind | 03/04/06
You got that right!...  Nix_0S_Fan | 03/04/06
To bad you aren't...  No_Ax_to_Grind | 03/04/06
ax  Network Support | 03/04/06
Not a matter of if, all about when.  No_Ax_to_Grind | 03/04/06
RE: "Not a matter of if, all about when."  ajapierce | 03/05/06
Ax, just curious - - - What are your thoughts on ...  Plain Logic | 03/05/06
I wish I had one!  No_Ax_to_Grind | 03/05/06
You're Right...  tty0 | 03/05/06
Turion for notebooks is great  philip.h.turner@... | 03/04/06
Correctamundo.. intel is full of it...  wizzzer | 03/06/06
What about DNA based Quantum computers.  twiegel@... | 03/05/06
Too slow, too expensive.  A_Pickle | 03/05/06
A VERY long way off.  No_Ax_to_Grind | 03/05/06
i haven't read the story yet, but...  IndredKold | 03/06/06
What Motivates ME to buy,..  the_webninja@... | 03/07/06
puhleeez  ret7772u | 03/07/06

What do you think?

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