Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (109267)	5/3/2000 10:17:00 PM
From: Joe NYC	Read Replies (1) of 1579290

Kash, The outlay for building 1M MB's would be in the $35 range excluding costs of chipsets which AMD was subcontracting to UMC. Initially, I thought that AMD preferred to rely on Via because more of the fab capacity could be left for microprocessors. But then few days ago, the same idea (as what you just said) crossed my mind. Why not just have your own chipsets and farm out production to UMC or TSMC? Another idea: Why not just buy Via (or merge). It would solve Via's lack of x86 license, it would assure a steady flow of chipsets to AMD, and with established design centers in Taiwan, it would give AMD some less expensive EE design talent. As an added bonus, we would get the divine intervention that has been helping Via. (I wonder where that would go on the balance sheet - Good will from above?) Also, AMD could use Via's Cyrix brand for the low end and concentrate with Athlon on mid to high end. Joe

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