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To: DRBES who wrote (194143)4/17/2006 8:58:01 PM
From: Joe NYCRead Replies (3) | Respond to of 275872
 
Darbes,

This is only a speculation on my part, but what Analysts see as "The Sky is Falling" in the current environment could be only Intel monopoly pricing premium disappearing...

Yeah, the overall market in may shrink in terms of ASP (for Intel), but if it is just Intel excess (monopoly) profits either disappearing or shifting to OEMs or consumers, what's the harm? What's the harm to anybody but Intel?

Joe