Conroe impact

I'm staying with AMD (now off $14 from its recent peak of $42). Although INTC has got a much stronger chip, since its availability is PLANNED to be limited (and it's a relatively big chunk of silicon, 4MB cache for a desktop part!), and since the prior generation of chips is going to be steeply discounted, I don't see INTC making any impressive financial figures in a few quaters to come. I think AMD would be smart to not to engage in pricing war and just leave the desktop market to INTC, and instead continue to draw substantial revenue from Opteron sales. Wishful thinking? Maybe, we shall see...