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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
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To: cruzbay who wrote (221781)12/30/2006 1:08:35 PM
From: combjellyRead Replies (1) of 275872
 
"If CPUs stop offering meaningful improvements to the vast majority of users starting mid next year, commoditization sets in"

And what is the sure sign of commoditization? More and more chipset functionality being integrated onto the CPU. When it is all, or at least mostly, on a single chip, then the real margin pressure starts. From an OEM point of view, the ideal motherboard is a double-sided board with a chip, a crystal or two, some passives and a bunch of sockets. Then, the sockets start to go away...
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