romas...@gmail.com

Ever since Intel has gotten off that crap known as Netburst as
oldschool Pentium 4 technology, things have been going well for them,
and you can throw your "performance per mhz" talk out the window.
Intel is absolutely dominating the show right now.

AMD's only real chance to increase revenue right now is to pray that
their ATI division pulls in some good numbers on the new 3870 and 3850
Radeon HD. The 3870 is not much worse than the 8800 GT (Nvidia) and
costs only $219 (Newegg.. others are higher) while it's rival costs
anywhere from $269 to $300+. I do expect the two new Radeons to
achieve some impressive sales, assuming supply keeps up.

Fusion is such a joke it isn't even funny. Sure in the longterm (REAL
LONG), it may be the way for Intel and AMD to replace video card
providers, but that doesn't exactly help AMD all that much.
Furthermore, I don't see integrated-on-cpu-die graphics being that
impressive when they first get released. I'd go as far as to say most
consumers would still be buying motherboards with integrated graphics,
especially if prices are lower.

AMD can make a comeback, but unless they do it soon, with some
impressive price:performance processors, their stock will keep
dropping. I see no reason as of yet why it shouldn't continue to drop
well into the Q4 report and beyond. Things may start to turn around if
the prospects for change become more apparent in 2008, but until then,
anyone who buys is just a longterm trader or a daytrader.. or a blind
optimist.