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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (109371)5/4/2000 5:36:00 PM
From: kash johal  Read Replies (6) of 1578533
 
Mani,

re: Chipset risk.

I think the risk is indeed in the chipset/MB side.

Even if AMD has hiccups in the Fab side they will still blow away the numbers that WS is expecting.

However a major flub on chip/sets/mbs could be painfull.

Both AMD and Intel have underestimated the difficulties.

Just look how Intel has flubbed theirs - its a comedy of erors.

Unfortunately AMD's chipset future is in VIA's hands.

Remember their northbidge originally didn't work for Athlon.
Remember that they had lotsa problems with AGP4x support.
Remember their kx133 performance was sub-irongate performance(with super bypass enabled.)

And now the Kx133 is severly delayed ans still only available in limited volumes.

If their aren't large volumes of socketed MBs coming soon for Spitfire we will likely miss quarter. We are already 50% of way thru quarter by end of next week.

Dunno about you but everything isn't rosy like some would have you believe.

regards,

Kash

And now we have
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