Quote Originally Posted by JumpingJack View Post
I am not so sure.... I think any reasonable person would conclude they are in deep trouble right now. But I don't think the industry in general will allow them to sink. Money, from somewhere, will arrive to keep them going until the sun rises to brighter days.

Why do I say this ... the big guys -- Dell, HP, Acer, Toshiba etc... have all gotten a taste of what can be had playing these two guys off one another. I think the major OEMs will, if anything, provide them with patronage to keep them going.... which is why I suspect AMD will see some market share gains in Q4.

However, these same OEMs are milking AMD for all they are worth frankly. ASPs for AMD have fallen below the $70 level, and those prices you see on AMD's price list web site are not what the OEMs pay for them, far from it.

AMD does need to get costs under control, and regain some pricing leverage against Intel (this comes with performance, because ultimately, performance is what sells).

My 2 cents.
QFT!