@Pirasa
We have discussed Q2 in length, I think it was a one timer
because Q1 was so weak, you are thinking that Q2 was "normal"
or a good predictor for the future -> we will see how this
will play out.
Brisbanes are a good product when we look at the price, no
question, but I don't think that AMD could gain share. Why
should we expect that? Again, I think you are way under-
estimating Intels strengths with a bunch of new products in
the 65W sector. Others and I have written often enough about
that. I'm tired to repeat that a 1000 times - we will see how
AMD could manage to fight against that "wall", I can't be
optimistic, sorry.
As said, I can understand AMDs current move - they have to
do all to keep marketshare up, just to fill the FABs and to
have to possibility to ship more if a better product could
appear. If Phenom would be the "new star" they can start from
22 or 23 or 25% MSS, thats a better position compared to e.g.
15% when they let prices at much healtier levels. Its a brutal
way for AMD, but thats their one hope, probably the last.
Because I don't think Phenom will help them with such lousy
clocks, they are riding the company actually in deep deep
trouble. We will see how the new notes will be priced, you
could be sure, that they have to pay MORE compared to the old
bond. Interest expense AGAIN ON THE RISE, no turnaround in
sight - ouch.
edit:
In germany hitlists at Resellers show me "only" Intel CPUs in
the first ranks ...
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