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CombJelly

12/02/05 9:46 AM

#67156 RE: dacaw #67151

"Well I can see that intel's sales plunged because they can't make enough chipsets BUT WHAT THE HELL HAS THIS GOT TO DO WITH AMD????"

Well, obviously Intel is taking market share from AMD. If they have chipset shortages, then, despite their increasing market share, the overall market will decline because the OEMs will happily wait for Intel to get its act together.

Or something like that.
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chipdesigner

12/02/05 11:36 AM

#67170 RE: dacaw #67151

Still this will provide a buying opportunity today.

Not so much :)
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Ixse

12/02/05 4:38 PM

#67197 RE: dacaw #67151

Dacaw, re: This has to be the most twisted piece of non-logic I have seen in a long time.

It appears that way I agree. AMD has sufficient stock so it is not likely to lack on the supply side. AMD chipsets are not reported to be short so they might be OK as well. I think AMD is taking share all over the place this quarter, specifically in server and mobile.

Regards,

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