Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Dan3 who wrote (23216)	12/22/2000 3:03:51 PM
From: Chung Lee	Read Replies (1) of 275872

Dan, >>>A looming factor is the big change in PC infrastructure costs that started happening this week. Integrated motherboards for the Duron / Athlon started showing up at retail (I'm sending this from such a system) and this means that there is a huge change the costs seen by the market for Celerons vs. Durons. When integrated MBs for AMD become widely available, Celeron will be finished, VIA is playing footsie with Intel re KM133, I hope Sis becomes a stronger supplier of AMD chipsets to give VIA a run for the money, in the long run AMD can not afford to trust VIA due to conflict of interest, since VIA has large ambition to become bigger CPU player, it is almost like AMD depending on Intel to supply chipsets, NUTS.

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