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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (97917)3/10/2000 8:40:00 PM
From: kash johal  Read Replies (2) of 1571212
 
Paul,

After some reflection I suspect that AMD didn't have much chance.

The real Intel solution is likely to be a timna spin off.

It would support external graphics but everything else would be integrated including RDRAM memory controller.

Its tough for AMD to compete with Athlon + chipset for under $50-60.

Intel can likely sell the timna solution for such a price with reasonable margins.

I doubt if AMD ever really had a chance but were played along to keep intels pricing honest.

And likely rambus next year will be reasonably priced as it can be simply on the board ala playstation so no RIMM worries.

IMHO, this was the right technical descision, which also should be low power as well and low cost as well.

It all makes perfect sense, although as an AMD shareholder i am upset about the way it was handled by MSFT.

regards,

Kash
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