"We live in the trenches out there. We fight. We try not to be killed, but sometimes we are. That's all."
-- Erich Maria Remarque, All Quiet on the Western Front
It looks as though Intel
So Intel isn't planning to take its price war with AMD
The process changes include moving all production lines off the old 90-nanometer technology this year, as well as starting up 45nm production lines in the second half of 2007. By late 2008, that new process should be the dominant Intel technology. That timeline puts the company about a year ahead of AMD when it comes to cutting-edge manufacturing technologies, which is a welcome change after several years of production missteps and inefficiencies that allowed AMD to take the performance lead for a while.
AMD and process partner IBM
I own shares in both Taiwan Semi and AMD, but I still welcome this turn of events. It's all good -- strong competition drives strong innovation. As a consumer, I'm better off when the chip market heats up to a boiling point, as the stress tends to prod great companies to even greater feats, while sending the weaklings home on a stretcher. Taiwan Semi and AMD have proved themselves many times before, and I expect both of them to man the ramparts for many years to come -- and in turn, they will challenge Intel to innovate or die.
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NVDIA is a Stock Advisor recommendation.
Fool contributor Anders Bylund is a TSM and AMD shareholder but holds no other position in any of the companies discussed here. You can check out Anders' holdings if you like, and Foolish disclosure is always up for a fair fight.