Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: that_crazy_doug who wrote (19451)	11/17/2000 1:56:46 PM
From: jamok99	Read Replies (1) of 275872

Doug, Re: <<This makes integrated video an interesting challenge, because motherboards have substantially longer shelf time then video boards. If you try and integrate a high end videocard you have to redo the chipset every 6 months (which so far does not seem feasible at all).>> Your point is very well taken - I hadn't considered the effect of the extremely short product cycle in video cards on the feasibility of integrating video chips into the motherboards. Furthermore, given how such short product cycles can play havoc with a company's fortunes, (witness 3dfx, which you and I both know the story on), I wonder how far fetched is the possibility that one company (namely, Nvidia) will become the gorilla of the space, squeezing out the competition, and we'll end up with an Win - Tel (Oop, I mean AMD, of course ;)- Nvidia Axis.

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