AMD strictly moderated (AMD)

[smooth2o]

Think what you want. Intel certainly had a chipset shortage as verified by several sources and they claimed that that was the reason while giving AMD credit for a 1% market share increase. Perhaps their view is that only 1% of the MS changing hands was due to the AMD part. If you think that AMD's overwhelming architectural rightness and their 10% performance advantage was the raison d'etre, go for it.

The platform strategy will probably work in some way or another. My point was that it's icing on the cake. I don't see Intel being *embarased* let alone humiliated by the MS they lost. Quite the contrary, they seem pretty confident.

As far as "just wait"? Well, you know it's coming and it's coming sooner than anyone ever thought 12 months ago. And it looks like a nightmare that will just keep getting worse.

Smooth