Perhaps if you where not such a one line idiot you would be reading information about the company and its competition that you are supposedly invested in.
This is why I have made plenty of money shorting AMD for I am two to three steps ahead of the sheep that supply the money I make. read for your self Intel is launching Penryn for mobile next month since mobile makes up almost 50% of the total market I would say the market for desktop and laptop is about the same would you not agree and either move by Intel desktop or laptop will gain them pricing power over AMD.
Next time you do not buy into a thought please do a little home work it keeps you from being embarrassed and most importantly it keeps you and your monies together and not separated.
we have already discussed this before when there was that errata story coming out of the French site. Intel has no need for 15 or 20 SKUs out at one time for desktop when the competition does not have but a handfull.
When you take into account that Intel has reversed its mobile strategy of allowing the laptops to be serviced early in the Penryn launch cycle instead of much later then Server and Desktop, it signals that Intel with its launch of a Penryn for Mobile next month is removing Desktop as a need and placing Centrino as a higher priority to make space between Intel's products and AMD.
This is a brilliant strategy and one I guess no one thought about here yet, if you want to force AMD into lowering prices once again in another sector of total market for their products, Santa Rosa Centrino with Penryn and Intel's new tri-radio core that features Wimax, WiFi, and TV tuner all on one chip for mobile is the way to do it.
The new Santa Rosa platform with its 800 MHz FSB is the same frequency as any of the original desktops that convincingly defeated AMD's K8 on desktop, so as far as performance goes for laptop the Penryn Centrino will be the closest mobile has ever come to replacing a high end desktop PC for gaming and or other high end tasks. I hate to say this for both Nvidia and ATI they most be drooling all over themselves in anticipation of what they can now create for Penryn Centrino for discrete mobile graphics.
As I mentioned a few months ago just as Microsoft's game Halo 3 features the Flood, Intel's 45 NM is the flood when it comes to AMD. Last time Intel's 65 NM products forced AMD into losing over $2 billion in one year, with 45 NM and AMD in such a weak position money and Technology wise, AMD will certainly find it extremely hard to compete with Intel going into 2008.
Perhaps a better explanation might be that they need to improve yields or stability on the new parts to make decent money selling them instead of taking a cut for competitive reasons. That would actually be reasonable. The increase in activity of the long term Fudster population here suggested that there has been some problem.
This is why you continue to pump AMD and lose money. If you understood this business you'd understand why Intel would not be coming out with lower end quads. With no competition from AMD there is absolutely no reason for Intel to essential compete with itself by cannibalizing its higher margin skus. That's a brain-dead strategy that only you and Hector would endorse.
<<Perhaps a better explanation might be that they need to improve yields or stability on the new parts to make decent money selling them instead of taking a cut for competitive reasons. >>