Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 192.49

-4.0%

Feb 5 3:59 PM EST

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To: dale_laroy who wrote (42418)	6/4/2001 5:13:49 PM
From: fyodor_	Read Replies (3) of 275872

Dale: I anticipate that nVidia will introduce a P4 chipset based on the Crush12 at the beginning of 2002. Well, this all depends on what kind of license Intel is willing to kind them. It could be that Intel simply isn't willing to let them have the P4 license, since that might endanger XBox sales (which I see as very valuable for Intel, despite what people on this thread are saying - especially in a period of low demand). Of course, the strongest protection against XBox cloning (as well as cloning of any other "console") is that the hardware is virtually given away, with the money being made on the software side of things. Anyway, Intel may want to stick close to ATI (who they have given a license) and bet on its ability to one-up NVIDIA. -fyo

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