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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.76-1.1%Nov 21 9:30 AM EST
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To: Petz who wrote (16027)10/26/2000 2:18:58 AM
From: GoutamRead Replies (3) of 275872
 
Petz,
re: higher FSB of KT-133A should also benefit disk performance. >

With AMD760, where would these VIA chipsets - KT133, and KT133A would fit?

Only way they can survive once DDR DRAMS become widely available is if VIA cuts down their prices down to $15 - $20. This will benefit Durons. Once Ali's integrated chip comes out, I don't see any oems going for Via's chipsets.

One way that AMD can help VIA is by pricing AMD760s high, and encouraging the first tier oems to use AMD 760 only in the very high end systems aimed at the corporate segment.

goutama
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