Originally posted by: AnonymouseUser
Originally posted by: Smartazz
Will Intel's stocks go up in about a month or two?
Hell no.
What he said.
They'll go up in the fall though, after they freefall when the next earnings report comes out (intel will be selling P4s at a LOSS then). After that conroe and more importantly woodcrest will get them back into the game.
AMD is also going to do well I think, but not until after the end of this year (they have literally nothing to counter woodcrest, but are still uncannily gaining enormous marketshare (Dell), becuase they actually have a better mutlicore platform with Hypertransport. In dual CPU servers though they're going to get beat handily by Conroe.
Once their next generation of server CPUs hit, and dell starts selling Quad Opteron servers by the truckload AMD will be rolling in money, but like I said for now they're no good either, outside of the long term outlook.
I invested in them thinking they'd stay around 30+ for the interim period, but I was obviously wrong and bailed out when I was down only a couple hundred dollars. Win some, lose some.