Advanced Micro Devices Inc (AMD)

[bobs10]

joe, the shortage is limited to chipsets only, afaiu. This can be cured by using third party chipsets, and in fact it is.

Me...

I don't know how long you've been following INTC, but this is far from the first time INTC has announced contrived shortages. The more likely answer is that INTC is afraid of being sued by the chipset guys as it continues on with its' vertical integration plans. Eliminating the chipset guys is probably going to piss someone off, and with the AMD suit on everyones mind, now is probably not a good time. So INTC throws a few bones and stretches the date out when the chipset guys are history.

It's almost inconceivable that INTC could have any capacity problems. The only other thing I can think of to explain it is the usual ineptness of INTC management. After all it's not like Centrino demand just started. INTC has been saying for at least a year that the laptop business was saving its' butt.