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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

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To: niceguy767 who wrote (47613)	7/14/2001 9:01:58 AM
From: TGPTNDR	Read Replies (2) of 275872

Niceguy, Re: 30% Market share, Pricing, Chipset & MOBO Support, etc. I don't think there's any magic formula out there. INTC started building MOBOS & chipsets 'cause they couldn't get third party support when they wanted/needed it from the second/third party vendors. Initial development of a new CPU is an enormously expensive venture that benefits only the CPU company -- and then only if they can get the CPU into production fast & make it a standard. The MOBO companies and outside chipset companies are just not interested in the low volume that's associated with a new CPU -- and the're also not interested in doing the work up front to have product available when the CPUS start rolling down the line. And who can blame them? The first releases are low volume -- 100,000/quarter or so. 250,000 would be a big release. And they are frequently buggy -- to the extent that releases get pushed back 3 months at a time. Why bother to have a MOBO ready for something that may not fly? That's just giving money to the competition -- unless you have enough money that you can afford to waste it. That's why INTC got into the chipset/MOBO business in the first place. When they built a new CPU they also had to do the heavy lifting of doing the new chipset and mobo if they wanted to sell the new CPU -- or they had to wait 'till the outside companies decided it was in their best interest to design & build for it. IMO AMD's going to have to go that route also, eventually. The chipset, unless differentiated(think Nvidia) is too easy to do to allow it to hold up CPU & MOBO release/adoption. BWDIK tgptndr

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