"let me explain this so you'll be happy ... if i make cpu's and no one buys them, then i lose money. If i have little money, then i can't make any cpu's. is that clear to you? or do i have to speak baby talk instead of logic?
so what is the probability(staying alive when no one is buying your products)? well lets denote F to equal I make cpu's, Let E = no one buys them, D = i have money. We know that P(E Intersects F) = NOT D, and P(NOT D) = NOT F,"
Now, let me get this straight..Intel lost vendors?
I realize the P4 isn't moving well...Intel can't get rid of their excess inventory of socket 423 P4's and they are having problems in the channel getting product to vendors for the 478 CPU's.
How many P4's were sold the first half of the year? 5-600k? Something like that?
Now, seeing as Intel's P4 is one of their biggest busts ever...even WITH the huge marketing budget, large dealer incentive programs, etc...
Contrast this with AMD..
growing rapisly in the consumer notebook market (They predicted 40-50% of that market by the end of the year...they got it in what...3 months?)
Selling virtually all the Athlon CPU's coming off their lines in Dresden...while Dresden continues to ramp up production.
Oops! Gateway decided to consolidate to Intel CPU's!! That's gonna hurt!!...
maybe a little, but not much. It just means that rather than there being more demand for the chips than supply, supply and demand should just about balance out.
One final note. Intel can have all the vendors in the world, but if the demand isn't there guess what?
Inventory sitting on the shelves going nowhere. Unhappy vendors
Unhappy manufacturers.
Oops! Houston I think we have a problem!!
Mark-
When all else fails, throw your computer out the window!!!