Replies to post #20970 on Advanced Micro Devices Inc (AMD)

[Ixse]

Keith, when I read that article I thought it was because of the chipset pricecuts (I presumed they cut price to REMAIN competitive), and a bit of P4 oversupply in September (am I crazy?).

Kind regards,

Ixse

[kpf]

Keith

The price war in the INTEL chipset market and the end of the christmas selling season are factors, but maybe there´s more to it?

Yes. A lot more. What do you think Intel will use capacities for being replaced by Prescott-Ramp? I would expect these numbers to be only the tip of a really huge iceberg every chipsetmaker is heading towards. Except one, that is. This one could easily be a target for an acquisition. Because grafics is maybe the next intended usage for capacities to become obsolete for CPUs next year, and GFX-2 could be not enough to fill enough of it. It executed, side effect is an amputation of some annoying "virtual gorilla" out there. ;-)

K.