kash,
that's a "glass is half empty" view of events, but largely I agree, especially on lack of any news on progress of AMD chipsets, which killed the potentially great quarter.
I am also concerned about the lack of any leaks about upcoming motherboards including 760 chipsets. There are 2 boards with 760 on this page: slota.com one of them say Q3, but I think there would have been a lot more smoke by now for it to be true, and we will probably have to wait until Q4 for it.
The main problem with Durons is that I don't think anybody will build Socket A motherboards with the old 750 chipsets, and KT133 is available at extremely low volume. I think the "Real World Tech" had something of only 300,000 of these chipsets being produced in June: realworldtech.com
While VIA had hoped for a flawless introduction of the KT133 chipset (Socket A), the first run had some problems with memory timings when 3 DIMM slots were populated. This has been corrected in their second run, but has also caused some manufacturers to hold back on motherboard production. AMD had reportedly requested 500K chipset for June, but there are reports that the number was more likely 300K or less. July estimates indicate that VIA will again shoot for 500K units shipped.
This is f*ck*ng UNACCEPTABLE
Amd may have a a million chips sitting in the warehouse now, while Via is negotiating with Intel!
Via is our worst nightmare, and I can't wait for Via to start selling their own Samuel or Joshua, or even Moses and decides to completely screw up AMD to realize that these people are not our friends and they are not to be trusted.
Why should Via go out of their way to help Duron that blows their pitiful "prophets" out of the water?
Joe |
