Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (46844)	7/10/2001 8:10:45 AM
From: combjelly	Read Replies (1) of 275872

"this is the first chipset release for NVdia, and even under the best of intentions, there will be "issues"." Could be. But they seem to be testing pretty rigorously and there seem to be quite a few units out there for evaluation by at least lower tier OEMs. "That would be not be the smartest thing to do. There are a number of compete chipset out there, and there is no reason for AMD to pass on the prospect of higher ASPs Palomino could bring for sake of nForce." I am not so sure. The markets are in a bit of doldrums right now, and there is no real sign that faster chips spark any real interest. Now the gamble could be that when nForce is introduced, that will capture the attention of the gamers. And then when that occurs, the desktop Palominos would be introduced to kick things up a notch. Your speculation about the the need for a re-spin of the Palomino silicon is probably the most likely. But I found it interesting that the Palomino got a pushback, and then that is followed by a week or two by the announcement that nForce is going to be released in mid-August. "What I am curious about is the cost of nForce chipset itself and motherboards based on it, and whether it would be an appropriate platform for a high volume low end Duron based machines for a company like Gateway. " The costs seem to be pretty much in line. While more expensive than, say an i810 chipset, the rumored pricing seems to be a few bucks more than i815 at introduction for the 420. The 220 is supposed to be priced in the $40 range. So motherboards will likely be in the $150 range for a 420. The 220 is aimed more at the Gateways of the world, although it would be a great node for a Beowulf cluster...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next