No I totally see what you are saying. I'm not saying that we make a big blip on the balance sheet if all enthusiast went purely to AMD. I'm talking about total revenue here. Where I'm saying that these manufacturers really like us is in their gross margins
I'm saying they use us to expand their margins, not pay the bills. Intel would still do great without us, but its nice to have primo paying customers.
So yes I understand Intel keeps the lights on with OEM sales, and yes they love to move $100,000,000 of product at a time. The question is to they make 50% percent of the profit made on a $100,000,000 OEM sale on say $20,000,000 worth of sales to the DIY market?