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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.87

+7.5%

2:08 PM EST

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To: fyodor_ who wrote (42490)	6/5/2001 2:01:09 AM
From: Petz	Read Replies (2) of 275872

On a Q1'02 Intel Crush chipset: I suspect AMD licensed NVidia to use the HT bus in the nForce chipset. They may have licensed Microsoft to use it in the Xbox. They didn't and won't license NVidia to use it in an Intel chipset. Even if the licenses are free, it does not mean they are unlimited or automatic. So if Intel wanted an nVidia chipset, nVidia would have to redesign it so it didn't use HT protocols and physical layer. It may also be tha Intel is demanding that any chipsets for Intel processors MUST NOT have HT built into them. Third, I think Intel still sees RDRAM as their high end solution, even in 2002. Accordingly, they don't want any dual channel DDR chipsets because it would make i850 obsolete. Finally, Intel really wants to make the chipsets themselves rather than totally give up their market share. AMD couldn't care less. That is the primary reason that NVidia would prefer to deal with AMD, not with Intel. Petz

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