Semi - I obviously can't speak for him("him" being blauboad, BTW, not Doug, whom you appeared to think you were responding to ;) ), but it could be his point is that AMD is transitioning to A64 and it would make no sense to build up business you can't support (due to phasing out of XP). However, as A64 comes on strong, there will be the budget versions that would be more appropriate for those markets. Perhaps they're pacing themselves, focusing on the best market they can supply right now, which offers far more profits.
I have my own concerns about their support of the Asian market, voiced earlier, but just want to consider all possibilities.
Paul
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