Implying that any fallout from a failure of Intel's Rambus and P4 push this year will be minor on Intel's business, and only impacting fourth quarter sales for the company.

Mr. Wu: Next year the industry will bounce back, but this year might even see negative growth.

When it comes to growth opportunities the Taiwanese have their sites set on markets that will leverage off of PC technology.

There is lots of interest in information appliance products for non-English speaking people. The PC is not logical - I think it was designed for English speakers only.

This emphasis on so called information appliances or thin clients is not unique to ALi, or Mr. Wu. In the US, where there are enough computer literate people who can't seem to live without a PC, thin clients have not been successful. Outside of the US, there are opportunities, and the Taiwanese have their eyes on two extremely populous markets: India and China.

On Nvidia's nForce: Nvidia is a great company. I respect them.

Here it comes.

Have you ever seen a company get into the chipset business and be successful in less than 3 years? Even Intel took two or three generations to be successful. That's one factor.

Nvidia got successful being focused on graphics; chipset business is not focused.

Mr. Wu made a lot of other comments sporadically through our conversation that focused on integrated graphics:

Nobody in the integrated graphics market has ever shipped on time.

When it comes to chipsets, you have to redesign every year because of changes in the CPU, memory, bus - put graphics in there and you can add another six months delay.

Southbridge is complex. Compatibility is a big issue.

Nvidia has tied the Southbridge and Northbridge together in nForce and so must deliver on a reliable Southbridge solution, and not just the feature set it is touting, impressive as that may be.

ALi's been around a long time, since the XT and 286 days. At some point in the future I'll revisit my conversation with Mr. Wu and touch on many other subjects he discussed with me, including ALi's future strategies, and the role of the PC in future consumer electronics products and markets.