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To: Robert Scott who wrote (156503)	1/22/2002 8:25:27 AM
From: Dan3	Respond to of 186894

But in the meantime, Via is suffering, while its competitor SIS, which was nowhere even 18 months back, seems to be selling pkenty of its 645 sets, and has over 20 manufacturers building boards based on the chipset including Asus. But is it worth Via following a path which leads its headlong against Intel, and in the process losing market share and money? Or is it a matter of pride? Even if Via wins this case in the long term, their competitors including SIS, ALI and ATI will continue to erode Pentium 4 market share. Via has around 70 per cent of AMD Athlon chipset business but is rapidly finding itself being left behind in the P4 race because of this legal spat. theinquirer.net VIA is doing very well in Asia, where intellectual property is less of an issue. With the Asian market now both the largest and fastest growing in the world, and with chipsets for that market selling for nearly as much as the CPUs that go with them, VIA's strategy makes sense. The Asian market is the market of Celeron, Duron, and C3. $5 on a chipset is probably more profit than is made on a typical CPU/Chipset sold into that market.