Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.32

+8.2%

3:59 PM EST

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To: kapkan4u who wrote (9024)	9/18/2000 10:33:15 PM
From: Jim McMannis	Read Replies (1) of 275872

Kap, RE:"And both of you have been wrong in this regard, IMHO. Lack of non-Via chipsets is a problem, but it does not prevent the CPUs from being sold." I don't think so. When someone relies on another to make their product whole, inherent inefficiencies arise. Lag is one, control over short cuts is another. Lag is usually compounded by revisions, 3rd party chipset makers are famous for that. Lack of integrated chipsets have hurt Duron sales. Also, Duron was ready a long time before it was released. again, no motherboards. The Athon core has been SMP capable all along, no SMP chipset has hurt sales there. Not much of a problem if you can sell all you can make but now with Dresden ramping it seems they need all the places to stick Athlons they can find. Ok, so I'm picky... Jim

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