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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: eracer who wrote (219671)	12/8/2006 2:11:25 PM
From: j3pflynn	Respond to of 275872

eracer - Intel's dominance in integrated graphics only came about because Intel was the only alternative. If you wanted an Intel chipset, you took Intel graphics in it. The discrete market doesn't suffer from that problem. Not only are there alternatives, they're all superior to anything Intel has ever offered or can offer. And they're not standing still.

To: eracer who wrote (219671)	12/8/2006 2:21:16 PM
From: rzborusa	Respond to of 275872

Eracer, Intel selling GPUs to partners at or below cost wouldn't suck them dry. It would lower their production costs, while simultaneously stealing units away from and lower ASPs of NVIDIA and ATI GPUs. That is similar to what Intel has been doing for years, trying to take from supporting players and, I think the industry is beginning to recognize that.