ipKonfig has posted a new editorial: Merrill Lynch Praises Intel, Doubts AMD

These investor assessments are quite different. The Intel report includes some detailed financial data and a sector summary of its prospects, which are generally felt to be rather better than anticipated even at the start of the quarter. Its manufacturing advantage is crucial, it seems. ML thinks AMD has a good window of opportunity, but rather doubts it can take full advantage. Because of capital costs and delays in moving to 90nm and 300mm technology, it will be hard pressed to match the Chipzilla juggernaut. AMD's management may be already dancing as fast as it can.

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