How has the market changed with the rise of the integrated chipset for low-end PCs?
The integrated chipset has captured about 50 percent of the market, and I think that it makes a lot of sense. If you think about corporate desktops alone, there is no fundamental reason why there needs to be a great deal of capability beyond basic 2D and very entry-level 3D graphics to support those applications, like surfing the Web, running Excel or PowerPoint–whatever it happens to be. Most corporate applications don’t require a lot of graphics-processing capability. I think that two things are going to change that. One is Longhorn. Our thinking is that computing for the sake of information processing is pretty much over. Unless you have some capability in the GPU, you simply aren’t going to get the benefit of the 3D interface there. The entire Mac OS X interface is based on a 3D application programming interface. That’s why every single Macintosh ships with quite a formidable GPU. My sense is that the PC will move in that direction as well–using the GPU to enhance the user interf
