Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.66

+7.6%

3:59 PM EST

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To: andreas_wonisch who wrote (21546)	12/6/2000 1:15:06 AM
From: Charles R	Read Replies (2) of 275872

<“Our checks also indicate that Via’s KM133 chipset — which mates with AMD’s Duron and Athlon processors — has yet to be approved by AMD. Given that the KM133 offers integrated graphics and eliminates the need for a separate graphics card, sales of Durons into the value end of the PC market effectively should be limited. We believe that the work-around for the KM133 requires a re-layout of the PC motherboard, resulting in a time penalty that should push out the availability of Duron/KM133 motherboards into 1Q01. > Here we go again! I wonder if the SiS chipset is ready to pickup some of the slack or if that too is delayed further. That Athlon price move you posted couple of posts back looks even better given this news.

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