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Politics : Formerly About Advanced Micro Devices

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To: survivin who wrote (119342)7/5/2000 5:49:40 PM
From: Joe NYC  Read Replies (2) of 1579105
 
survivin,

Good or bad for AMD?

On balance: neutral

+ once invincible chipset division of Intel is in shambles, defeated by an upstart
+ royalties (I hope they are high) will increase the cost of Intel platform, making AMD platform more competitive
+ quiet admission of defeat for Rambus strategy
- quiet admission of defeat for Rambus strategy and shift to more viable technologies
- Via will continue to drag it's feet supporting AMD, Athlon support will go from low priority to very low priority

Joe
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