Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (17773)	11/5/2000 5:15:42 PM
From: Joe NYC	Read Replies (1) of 275872

Tony, Not the ones embedded in chips on the motherboard. Once embedded, they become very cheap, and they become an entry barrier to the white box types. You can make a case for embedding things on motherboard, but once you move beyond embedding cheap video and cheap network card, it becomes difficult. How much value does and integrated SCSI add? The standard probably changed 5 times in the last 5 years. I think you can make a case for embedding stuff to low to mid end motherboards that go to low profile servers. The real barrier to entry to cheap boxes has been 64-bit PCI and corresponding higher quality cards. But even this barrier is falling. You can buy motherboards based on the Serverworks chipsets from Asus and Supermicro that have these features. 760-MP based motherboards will be here as well in a few months. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next