"that massive inventory you are so confused about is a gunship full of woodcrest ready to fire it's cannons directly at AMD's marketshare."
BS, even you cant be that fu*king stupid. What, they have been building woodchuck inventory for the past 4 months. Wake the fu*k up.
Once again, INTC is pitting its best against AMD current 2nd tier offerings. What happens when AMD releases 65nm product, ouch, bet you hadnt figured that into your investment equation yet. AMD 65nm is right around the corner, believe it or not, it is only your hard earned money. I will give you the game plan which I think WS will play out. a. Pull the rug on INTC when it rewarns and guides lower for 2nd qtr and writes off massive inventory b. pumps the
look deep into the architechture, what do you find... no material performance improvements. Maybe some power savings, and then some memory tricks that reduce a non-existent latency...if they want to improve something, then increase execution width...that is what gives conroe its juice.