3.15.2007

AMD's Chipset Business is Insignificant

From this article:

"We don't think the 690 chipset is a bad chipset, it is something that is good but not something that would change the game for the company," said Wang. He added that his firm is forecasting that the AMD 690G chipset is expected to make up three to four per cent of AMD's sales during the first quarter but is seen as a minor catalyst against larger issues such as competition from similar chipsets from Intel and NVIDIA.

Once again, this shows how completetly OFF some of the pro-AMD bloggers are. Let me repeat what I said. Chipsets are "enabler-parts" and businesses like AMD and Intel with gross margins hovering around 50% do not make these parts for the sake of profits. You make them to create the environment where your bread and butter can exist.

Anyone expecting AMD's chipset division to save the the company from its current predicament clearly doesn't know what he's talking about.

3 comments:

Anonymous said...

i think i know who you're refering to.

Anonymous said...

it appears like Scientia disappeared after AMD's warning. looks like the truth has finally caught up on him.

Not Penix said...

I was thinking the same thing his blog has been very dead as of late...