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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: Joe NYC who wrote (218363)12/1/2006 9:23:45 AM
From: bobs10Read Replies (3) of 275872
 
you:

So it is not only Sony that will be profit challenged...

me:

I've always had more than a little difficulty understanding the gaming model since it sounds somewhat like a Wimpy deal " I would gladly pay you Tuesday for a hamburger today".

Personally, the way I look at it there isn't enough room in Dodge City for both gaming machines and PCs as they're redundant. Either game machines become PCs or PCs become gaming machines. This was part of my thinking when I got back into AMD on the ATI merger news.

To me gaming machines will have a very difficult time competing with PCs especially as PC prices continue to plunge and decent integrated graphics become incorporated with the CPU. It's hard to see how game makers can begin to compete with PCs on a cost basis.
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